Files
sure/test/controllers/retirement/statements_controller_test.rb
Guillem Arias 26bb333c34 feat(retirement): PR2 CRUD for sources, statements, adjustments, bucket
Functional data-entry surface on the (still preview) /retirement page.
The polished combined-page UI is PR4; this ships plain forms + lists so
a preview user can populate a plan end to end.

- RetirementScoped concern: tier-1 preview gate + tier-2 family
  killswitch + per-owner plan bootstrap (Goal::Retirement.for_owner
  find-or-creates, so children always have a parent). RetirementController
  now uses it.
- Nested controllers under Retirement::: PensionSources (full CRUD),
  Statements (new/create + soft-delete destroy — append-only audit),
  Adjustments (full CRUD), Buckets (replace-all account selection,
  same-family filtered). All scoped to the current user's own plan, so
  cross-user access is impossible by construction.
- Routes nested under `resource :retirement` via `scope module:`.
- Views: show page rewritten into management sections (sources,
  adjustments, bucket checkboxes, statement journal) + plain
  styled_form_with forms. Money carries privacy-sensitive.
- Goal gains a target_amount_required? hook (true); Goal::Retirement
  overrides it false — the forecast owns the target (PR3), so a plan
  can exist before any target is set.
- EN locale for the new surface. 111 controller+model tests green.

Note: delete uses Turbo confirm for now; PR4 swaps in the skinned
DS::Dialog per the design.
2026-05-29 10:49:18 +02:00

45 lines
1.5 KiB
Ruby

require "test_helper"
class Retirement::StatementsControllerTest < ActionDispatch::IntegrationTest
setup do
@user = users(:family_admin)
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => true))
@user.family.update!(retirement_disabled: false)
sign_in @user
ensure_tailwind_build
@plan = Goal::Retirement.for_owner(@user)
@source = pension_sources(:de_grv_bob)
end
test "404 when family retirement disabled" do
@user.family.update!(retirement_disabled: true)
get new_retirement_statement_url
assert_response :not_found
end
test "new renders the form" do
get new_retirement_statement_url
assert_response :success
end
test "create logs a statement" do
assert_difference -> { @plan.statements.count }, 1 do
post retirement_statements_url, params: { goal_retirement_statement: {
pension_source_id: @source.id, received_on: "2026-01-15",
projected_monthly_amount: 1600, projected_currency: "EUR",
projected_at_age: 67, current_points: 10.2, raw_source_doc: "Renteninformation 2026"
} }
end
assert_redirected_to retirement_path
end
test "destroy soft-deletes (keeps the audit row)" do
statement = goal_retirement_statements(:grv_2025)
assert_no_difference -> { Goal::RetirementStatement.unscoped.count } do
delete retirement_statement_url(statement)
end
assert statement.reload.deleted
assert_redirected_to retirement_path
end
end