mirror of
https://github.com/we-promise/sure.git
synced 2026-06-01 00:39:01 +00:00
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
196 lines
6.2 KiB
Ruby
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
|