Files
sure/test/models/savings_goal_test.rb
Guillem Arias 37dfd32628 fix(savings_goals): use display_status for inactive goals; hide pace + projection
- SavingsGoal#display_status returns :archived / :paused before falling
  through to the visualization status. Memoized like #status. The plain
  #status method keeps its meaning (visualization vs. target/pace) so
  callers that genuinely want "is this on track" — KPI sort, goal-card
  ring color, projection_payload — keep working unchanged.
- Savings::StatusPillComponent: status_key uses display_status; new
  :archived variant (bg-surface-inset / text-gray-700 / archive icon).
  Previously an archived goal showed "Behind" on the detail page while
  the archived banner said the goal was archived — conflicting signal.
- show.html.erb: paused/archived goals render a static recap card
  (current saved vs target) instead of the projection chart. Pace stat
  (avg vs required monthly) is also hidden — extrapolating "Behind by
  $X/mo" against a goal that isn't accepting contributions is misleading.
- New locale keys: savings_goals.status.archived,
  savings_goals.show.inactive.{heading_paused, heading_archived, body}.
- Tests cover display_status for archived / paused / active goals.
2026-05-11 19:40:21 +02:00

153 lines
4.8 KiB
Ruby

require "test_helper"
class SavingsGoalTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
@depository = accounts(:depository)
@connected = accounts(:connected)
@goal = savings_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.savings_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.savings_goals.new(name: "Test", target_amount: 100, currency: "USD")
new_goal.savings_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.savings_goals.new(name: "T", target_amount: 100, currency: "USD")
new_goal.savings_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.savings_goals.new(name: "T", target_amount: 100, currency: "USD")
new_goal.savings_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 after contributions exist" do
assert @goal.savings_contributions.exists?
@goal.currency = "EUR"
assert_not @goal.valid?
assert_includes @goal.errors[:currency], "Can't change the currency after a goal has contributions."
end
test "current_balance sums contributions" do
expected = @goal.savings_contributions.sum(:amount)
assert_equal expected, @goal.current_balance
end
test "with_current_balance scope precomputes balance" do
loaded = @family.savings_goals.with_current_balance.find(@goal.id)
expected = @goal.savings_contributions.sum(:amount)
assert_equal expected.to_f, loaded.current_balance.to_f
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 = savings_goals(:car_paydown)
fresh.target_amount = 10000
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 "AASM transitions" do
fresh = savings_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
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 = SavingsGoal.advisory_lock_key_for(@family.id)
k2 = SavingsGoal.advisory_lock_key_for(@family.id)
assert_equal k1, k2
assert_kind_of Integer, k1
end
end