Files
sure/test/controllers/depositories_controller_test.rb
Mike Lloyd fc0581fba3 Add per-account toggle to disable automatic transaction categorization (#2636)
* Add per-account toggle to disable automatic transaction categorization

Adds an `enable_category_matcher` boolean (default: true) to accounts so
users can opt out of Plaid's automatic category suggestions on a per-account
basis. When disabled, newly synced transactions arrive uncategorized so
rules or manual assignment take precedence.

- New migration adds `enable_category_matcher` column (default true, null: false)
- `PlaidEntry::Processor#matched_category` gates the CategoryMatcher call on the account flag
- Toggle rendered in the account edit modal for linked accounts (saves via main form submit)
- `AccountableResource#account_params` permits the new field
- `AccountsController#toggle_category_matcher` action added for potential API use
- i18n strings added for label and hint text
- Unit test covers the disabled-matcher path

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Only show category matcher toggle for Plaid-linked accounts

Only PlaidEntry::Processor honors enable_category_matcher, but the toggle
rendered for every linked account, silently doing nothing for other
providers. Adds Account::Linkable#supports_category_matcher? (covering both
the legacy plaid_account_id link and AccountProvider rows) and gates the
form toggle on it. The SimpleFIN TODO now also points at this helper so the
toggle appears once SimpleFIN matching lands.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Add controller tests for category matcher toggle persistence and rendering

Covers the two paths flagged in review as untested: the flag persisting
through the shared AccountableResource#update action via account_params
(both disable and re-enable), and the edit form rendering the toggle only
for accounts where supports_category_matcher? is true.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Signed-off-by: Mike Lloyd <49411532+mike-lloyd03@users.noreply.github.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-07-17 07:22:50 +02:00

69 lines
2.3 KiB
Ruby

require "test_helper"
class DepositoriesControllerTest < ActionDispatch::IntegrationTest
include AccountableResourceInterfaceTest
setup do
sign_in @user = users(:family_admin)
@account = accounts(:depository)
end
test "create falls back to the stored return_to when no form param is present" do
get new_account_path(return_to: transactions_path) # StoreLocation captures it into the session
assert_difference -> { Account.count } => 1 do
post depositories_path, params: {
account: { name: "Return To Checking", currency: "USD", balance: 100, accountable_type: "Depository" }
}
end
assert_redirected_to transactions_path
end
test "create prefers the form return_to over the session value" do
get new_account_path(return_to: transactions_path) # session return_to
post depositories_path, params: {
account: { name: "Form RT Checking", currency: "USD", balance: 100, accountable_type: "Depository", return_to: budgets_path }
}
assert_redirected_to budgets_path
end
test "create ignores an external return_to (open-redirect guard)" do
post depositories_path, params: {
account: { name: "Evil RT Checking", currency: "USD", balance: 100, accountable_type: "Depository", return_to: "https://evil.example/phish" }
}
created = Account.order(:created_at).last
assert_redirected_to account_path(created) # not the external URL
end
test "update persists enable_category_matcher through the shared update action" do
linked_account = accounts(:connected)
assert linked_account.enable_category_matcher?
patch depository_path(linked_account), params: {
account: { enable_category_matcher: "0" }
}
refute linked_account.reload.enable_category_matcher?
patch depository_path(linked_account), params: {
account: { enable_category_matcher: "1" }
}
assert linked_account.reload.enable_category_matcher?
end
test "edit form renders category matcher toggle only for accounts that support it" do
get edit_account_url(accounts(:connected))
assert_response :success
assert_select "input[type=checkbox][name='account[enable_category_matcher]']", 1
get edit_account_url(accounts(:depository))
assert_response :success
assert_select "input[name='account[enable_category_matcher]']", 0
end
end