Files
sure/test/models/goal_test.rb
Guillem Arias 9f29185160 fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
Correctness:
- GoalPledge#matches? rejects outflows on transfer pledges so a +$200
  purchase no longer satisfies a $200 deposit pledge after .abs
- GoalsController#sync_linked_accounts! saves through the goal so
  currency/depository/family validations actually run on update
- AlreadyClaimedError replaces empty RecordInvalid in resolve_with! and
  reconciler rescues the dedicated class
- SweepExpiredGoalPledgesJob wraps each expire! in a per-record rescue
- Assistant::Function::CreateGoal disambiguates duplicate account names
  and returns an absolute URL via mailer host config
- Family#savings_inflow_velocity defensively scopes from the family's
  accounts (was Account.joins(:goal_accounts).where(goal_id: ...))
- GoalPledgesController#set_goal preloads linked_accounts + providers
  to drop the N+1 on any_connected_account?
- Stepper subtitle update walks to the enclosing dialog before
  querySelector so two stepper instances don't fight over one header
- categories/_form.html.erb data-action targets color-icon-picker, not
  the non-existent "category" controller

UX / visual:
- Projection chart drops preserveAspectRatio="none" and pins endDate at
  today for past-due goals so the today marker stays in-domain
- _color_picker / categories form swap non-standard border-1 for border
- Goals index search input uses ring-alpha-black-100 (was raw gray-500)

Refactors:
- Goal#header_summary extracts the multi-line ERB header block
- Goal#catch_up_delta_money sums open_pledges in SQL
- Goal#projection_summary uses I18n.l for the on-track month label
- Account#default_pledge_kind moves the manual/transfer decision out of
  GoalPledgesController
- GoalPledge::Reconciler iterates ordered (created_at, id) so first-claim
  wins is deterministic under non-sequential PKs
- Goals::FundingAccountsBreakdownComponent + Goals::AccountStackComponent
  use clamp(0..) instead of Float::INFINITY / [x, 0].max
- Goals::StatusPillComponent#label provides a titleize fallback
- Goal projection chart skips the redundant initial _draw and reuses
  the snapped point in the past branch (no double-bisect)
- Goal pledge preview drops maximumFractionDigits: 0 so USD/EUR show
  cents while JPY/KRW stay whole-unit
- Demo generator captures the Wedding fund goal in the seed loop
  instead of looking it up by hardcoded name

Tests:
- GoalPledgeTest: outflow rejection
- GoalsControllerTest: cross-currency attachment rejected on update
- SweepExpiredGoalPledgesJobTest: cancelled coverage + per-record rescue
- GoalTest: pledge_action_label_key flips to manual_save without an
  unconditional guard
2026-05-15 00:01:13 +02:00

196 lines
6.2 KiB
Ruby

require "test_helper"
class GoalTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
@depository = accounts(:depository)
@connected = accounts(:connected)
@goal = goals(:vacation_italy)
end
test "valid fixture goal saves" do
assert @goal.valid?
end
test "name is required" do
@goal.name = ""
assert_not @goal.valid?
assert_includes @goal.errors[:name], "can't be blank"
end
test "target_amount must be positive" do
@goal.target_amount = 0
assert_not @goal.valid?
end
test "must have at least one linked account on create" do
new_goal = @family.goals.new(name: "Test", target_amount: 100, currency: "USD")
assert_not new_goal.valid?
assert_match(/at least one/i, new_goal.errors[:base].join)
end
test "linked accounts must be depository" do
investment = accounts(:investment)
new_goal = @family.goals.new(name: "Test", target_amount: 100, currency: "USD")
new_goal.goal_accounts.build(account: investment)
assert_not new_goal.valid?
assert_includes new_goal.errors[:linked_accounts], "All linked accounts must be depository (checking, savings, HSA, CD, money-market)."
end
test "linked accounts must belong to family" do
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
foreign_account = Account.create!(
family: other_family,
accountable: Depository.new,
name: "Foreign",
currency: "USD",
balance: 100
)
new_goal = @family.goals.new(name: "T", target_amount: 100, currency: "USD")
new_goal.goal_accounts.build(account: foreign_account)
assert_not new_goal.valid?
assert_includes new_goal.errors[:linked_accounts], "Linked accounts must belong to the same family as the goal."
end
test "linked accounts must share currency with goal" do
eur_account = Account.create!(
family: @family,
accountable: Depository.new,
name: "Euro Cash",
currency: "EUR",
balance: 100
)
new_goal = @family.goals.new(name: "T", target_amount: 100, currency: "USD")
new_goal.goal_accounts.build(account: eur_account)
assert_not new_goal.valid?
assert_includes new_goal.errors[:linked_accounts], "All linked accounts must share the same currency."
end
test "currency can't change once linked accounts exist" do
assert @goal.linked_accounts.exists?
@goal.currency = "EUR"
assert_not @goal.valid?
assert_includes @goal.errors[:currency], "Can't change the currency after the goal is linked to accounts."
end
test "current_balance sums linked account balances" do
expected = @goal.linked_accounts.sum(&:balance).to_d
assert_equal expected, @goal.current_balance.to_d
end
test "progress_percent caps at 100" do
@goal.target_amount = 1
assert_equal 100, @goal.progress_percent
end
test "progress_percent is 0 for empty active goal" do
fresh = goals(:car_paydown)
fresh.target_amount = 10_000
fresh.linked_accounts.update_all(balance: 0)
fresh.instance_variable_set(:@current_balance, nil)
fresh.linked_accounts.reload
assert_equal 0, fresh.progress_percent
end
test "remaining_amount is non-negative" do
@goal.target_amount = 1
assert_equal 0, @goal.remaining_amount
end
test "pace is zero on a goal whose linked accounts have no transactions" do
fresh_account = Account.create!(
family: @family,
accountable: Depository.new,
name: "Empty Savings",
currency: "USD",
balance: 0
)
fresh = @family.goals.create!(
name: "Fresh goal",
target_amount: 100,
currency: "USD"
) { |g| g.goal_accounts.build(account: fresh_account) }
assert_equal 0, fresh.pace.to_d
end
test "months_of_runway is nil when goal has a target date" do
assert_not_nil @goal.target_date
assert_nil @goal.months_of_runway
end
test "months_of_runway is nil when pace is zero" do
fresh = goals(:emergency_fund)
assert_nil fresh.months_of_runway
end
test "AASM transitions" do
fresh = goals(:emergency_fund)
assert fresh.active?
fresh.pause!
assert fresh.paused?
fresh.resume!
assert fresh.active?
fresh.complete!
assert fresh.completed?
fresh.archive!
assert fresh.archived?
fresh.unarchive!
assert fresh.active?
end
test "status: reached when balance >= target" do
@goal.target_amount = 1
assert_equal :reached, @goal.status
end
test "status: no_target_date when target_date is nil" do
@goal.target_date = nil
@goal.target_amount = 10_000
@goal.linked_accounts.update_all(balance: 100)
assert_equal :no_target_date, @goal.status
end
test "display_status returns :archived for archived goal regardless of progress" do
@goal.save!
@goal.archive!
assert_equal :archived, @goal.display_status
end
test "display_status returns :paused for paused goal regardless of progress" do
@goal.save!
@goal.pause!
assert_equal :paused, @goal.display_status
end
test "display_status falls through to status for active goals" do
@goal.target_amount = 1
assert_equal :reached, @goal.display_status
end
test "advisory_lock_key_for is stable per family" do
k1 = Goal.advisory_lock_key_for(@family.id)
k2 = Goal.advisory_lock_key_for(@family.id)
assert_equal k1, k2
assert_kind_of Integer, k1
end
test "any_connected_account? reflects plaid_account presence" do
assert @goal.any_connected_account?
only_manual = goals(:emergency_fund)
only_manual.goal_accounts.where(account_id: @connected.id).destroy_all
assert_not only_manual.reload.any_connected_account?
end
test "pledge_action_label_key flips on manual-only goals" do
assert_equal "goals.show.pledge_just_transferred", @goal.pledge_action_label_key
@goal.goal_accounts.where(account_id: @connected.id).destroy_all
@goal.reload
@goal.instance_variable_set(:@current_balance, nil)
# After removing the only connected account, the goal is manual-only;
# the copy must flip to "pledge_just_saved" so users aren't told to
# wait for a sync that won't run.
assert_equal "goals.show.pledge_just_saved", @goal.pledge_action_label_key
end
end