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* Bump version to next iteration after v0.7.1-rc.1.1 release * fix: correct last_6_months period to show exactly 6 months Default start date was snapping to beginning_of_month 6 months ago, producing a 7-month window (e.g. Nov 1 – May 31). Fix computes the start as (end_of_month + 1 day - 6 months).beginning_of_month so the default window is consistent with the navigation arrows and Today button. * improved test --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
377 lines
13 KiB
Ruby
377 lines
13 KiB
Ruby
require "test_helper"
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class ReportsControllerTest < ActionDispatch::IntegrationTest
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include EntriesTestHelper
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setup do
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sign_in @user = users(:family_admin)
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@family = @user.family
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end
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test "index renders successfully" do
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get reports_path
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assert_response :ok
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end
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test "index with monthly period" do
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get reports_path(period_type: :monthly)
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assert_response :ok
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assert_select "h1", text: I18n.t("reports.index.title")
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end
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test "index with quarterly period" do
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get reports_path(period_type: :quarterly)
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assert_response :ok
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end
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test "index with ytd period" do
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get reports_path(period_type: :ytd)
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assert_response :ok
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end
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test "index with custom period and date range" do
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get reports_path(
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period_type: :custom,
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start_date: 1.month.ago.to_date.to_s,
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end_date: Date.current.to_s
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)
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assert_response :ok
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end
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test "index with last 6 months period" do
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get reports_path(period_type: :last_6_months)
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assert_response :ok
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expected_end = Date.current.end_of_month
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expected_start = (expected_end + 1.day - 6.months).beginning_of_month
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# Should show exactly 6 months, not 7
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assert_equal 6, (expected_end.year * 12 + expected_end.month) - (expected_start.year * 12 + expected_start.month) + 1
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# Page should include both boundary months
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assert_includes @response.body, expected_start.strftime("%b %Y")
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assert_includes @response.body, expected_end.strftime("%b %Y")
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# Page should NOT include the months immediately outside the window
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prev_month = expected_start - 1.month
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next_month = expected_end + 1.month
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assert_not_includes @response.body, prev_month.strftime("%b %Y")
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assert_not_includes @response.body, next_month.strftime("%b %Y")
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end
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test "last 6 months default start date is consistent with navigation" do
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# First load (no params) should produce the same start/end as the navigation arrows would
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get reports_path(period_type: :last_6_months)
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assert_response :ok
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expected_end = Date.current.end_of_month
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expected_start = (expected_end + 1.day - 6.months).beginning_of_month
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# Navigate forward from one window back — should land on the same default window
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prev_start = expected_start - 6.months
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prev_end = prev_start + 6.months - 1.day
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get reports_path(period_type: :last_6_months, start_date: prev_start, end_date: prev_end)
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assert_response :ok
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# The next-window link should point to the same dates as the default
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assert_select "a[href=?]",
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reports_path(period_type: :last_6_months, start_date: expected_start, end_date: expected_end)
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end
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test "index shows empty state when no transactions" do
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# Delete all transactions for the family by deleting from accounts
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@family.accounts.each { |account| account.entries.destroy_all }
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get reports_path
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assert_response :ok
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assert_select "h3", text: I18n.t("reports.empty_state.title")
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end
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test "index with budget performance for current month" do
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# Create a budget for current month
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budget = Budget.find_or_bootstrap(@family, start_date: Date.current.beginning_of_month)
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category = @family.categories.expenses.first
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# Fail fast if test setup is incomplete
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assert_not_nil category, "Test setup failed: no expense category found for family"
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assert_not_nil budget, "Test setup failed: budget could not be created or found"
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# Find or create budget category to avoid duplicate errors
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budget_category = budget.budget_categories.find_or_initialize_by(category: category)
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budget_category.budgeted_spending = Money.new(50000, @family.currency)
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budget_category.save!
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get reports_path(period_type: :monthly)
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assert_response :ok
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end
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test "index calculates summary metrics correctly" do
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get reports_path(period_type: :monthly)
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assert_response :ok
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assert_select "h3", text: I18n.t("reports.summary.total_income")
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assert_select "h3", text: I18n.t("reports.summary.total_expenses")
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assert_select "h3", text: I18n.t("reports.summary.net_savings")
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end
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test "index builds trends data" do
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get reports_path(period_type: :monthly)
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assert_response :ok
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assert_select "h2", text: I18n.t("reports.trends.title")
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assert_select "thead" do
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assert_select "th", text: I18n.t("reports.trends.month")
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end
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end
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test "index handles invalid date parameters gracefully" do
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get reports_path(
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period_type: :custom,
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start_date: "invalid-date",
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end_date: "also-invalid"
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)
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assert_response :ok # Should not crash, uses defaults
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end
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test "index swaps dates when end_date is before start_date" do
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start_date = Date.current
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end_date = 1.month.ago.to_date
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get reports_path(
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period_type: :custom,
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start_date: start_date.to_s,
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end_date: end_date.to_s
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)
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assert_response :ok
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assert_equal I18n.t("reports.invalid_date_range"), flash[:alert]
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assert_includes @response.body, end_date.strftime("%b %Y")
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assert_includes @response.body, start_date.strftime("%b %Y")
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end
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test "spending patterns returns data when expense transactions exist" do
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# Create expense category
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expense_category = @family.categories.create!(
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name: "Test Groceries"
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)
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# Create account
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account = @family.accounts.first
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# Create expense transaction on a weekday (Monday)
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weekday_date = Date.current.beginning_of_month + 2.days
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weekday_date = weekday_date.next_occurring(:monday)
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entry = account.entries.create!(
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name: "Grocery shopping",
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date: weekday_date,
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amount: 50.00,
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currency: "USD",
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entryable: Transaction.new(
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category: expense_category,
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kind: "standard"
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)
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)
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# Create expense transaction on a weekend (Saturday)
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weekend_date = weekday_date.next_occurring(:saturday)
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weekend_entry = account.entries.create!(
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name: "Weekend shopping",
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date: weekend_date,
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amount: 75.00,
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currency: "USD",
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entryable: Transaction.new(
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category: expense_category,
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kind: "standard"
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)
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)
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get reports_path(period_type: :monthly)
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assert_response :ok
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# Verify spending patterns shows data (not the "no data" message)
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assert_select ".text-center.py-8.text-subdued", { text: /No spending data/, count: 0 }, "Should not show 'No spending data' message when transactions exist"
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end
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test "export transactions with API key authentication" do
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# Use an active API key with read permissions
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api_key = api_keys(:active_key)
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# Make sure the API key has the correct source
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api_key.update!(source: "web") unless api_key.source == "web"
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get export_transactions_reports_path(
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format: :csv,
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period_type: :ytd,
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start_date: Date.current.beginning_of_year,
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end_date: Date.current,
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api_key: api_key.plain_key
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)
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assert_response :ok
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assert_equal "text/csv", @response.media_type
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assert_match /Category/, @response.body
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end
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test "export transactions with invalid API key" do
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get export_transactions_reports_path(
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format: :csv,
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period_type: :ytd,
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api_key: "invalid_key"
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)
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assert_response :unauthorized
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assert_match /Invalid or expired API key/, @response.body
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end
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test "export transactions without API key uses session auth" do
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# Should use normal session-based authentication
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# The setup already signs in @user = users(:family_admin)
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assert_not_nil @user, "User should be set in test setup"
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assert_not_nil @family, "Family should be set in test setup"
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get export_transactions_reports_path(
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format: :csv,
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period_type: :ytd,
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start_date: Date.current.beginning_of_year,
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end_date: Date.current
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)
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assert_response :ok, "Export should work with session auth. Response: #{@response.body}"
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assert_equal "text/csv", @response.media_type
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end
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test "export transactions swaps dates when end_date is before start_date" do
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start_date = Date.current
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end_date = 1.month.ago.to_date
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get export_transactions_reports_path(
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format: :csv,
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period_type: :custom,
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start_date: start_date.to_s,
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end_date: end_date.to_s
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)
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assert_response :ok
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assert_equal "text/csv", @response.media_type
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# Verify the CSV content is generated (should not crash)
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assert_not_nil @response.body
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end
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test "index groups transactions by parent and subcategories" do
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# Create parent category with subcategories
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parent_category = @family.categories.create!(name: "Entertainment", color: "#FF5733")
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subcategory_movies = @family.categories.create!(name: "Movies", parent: parent_category, color: "#33FF57")
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subcategory_games = @family.categories.create!(name: "Games", parent: parent_category, color: "#5733FF")
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# Create transactions using helper
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create_transaction(account: @family.accounts.first, name: "Cinema ticket", amount: 15, category: subcategory_movies)
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create_transaction(account: @family.accounts.first, name: "Video game", amount: 60, category: subcategory_games)
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get reports_path(period_type: :monthly)
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assert_response :ok
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# Parent category
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assert_select "tr[data-category='category-#{parent_category.id}']", text: /^Entertainment/
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# Subcategories
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assert_select "tr[data-category='category-#{subcategory_movies.id}']", text: /^Movies/
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assert_select "tr[data-category='category-#{subcategory_games.id}']", text: /^Games/
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end
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test "monthly period navigation shows previous month link" do
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get reports_path(period_type: :monthly)
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assert_response :ok
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prev_start = Date.current.beginning_of_month - 1.month
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prev_end = prev_start.end_of_month
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assert_select "a[href=?]", reports_path(period_type: :monthly, start_date: prev_start, end_date: prev_end)
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end
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test "monthly period navigation disables next arrow on current month" do
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get reports_path(period_type: :monthly)
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assert_response :ok
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assert_select "button[disabled][aria-label=?]", I18n.t("reports.index.next_period")
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end
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test "monthly period navigation shows next month link on past month" do
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past_start = Date.current.beginning_of_month - 2.months
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past_end = past_start.end_of_month
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get reports_path(period_type: :monthly, start_date: past_start, end_date: past_end)
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assert_response :ok
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next_start = past_start + 1.month
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next_end = next_start.end_of_month
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assert_select "a[href=?]", reports_path(period_type: :monthly, start_date: next_start, end_date: next_end)
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end
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test "last 6 months next window extends to current month end when crossing boundary" do
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start_date = Date.current.beginning_of_month - 12.months
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end_date = start_date + 6.months - 1.day
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get reports_path(period_type: :last_6_months, start_date: start_date, end_date: end_date)
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assert_response :ok
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candidate_start = start_date.beginning_of_month + 6.months
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if candidate_start + 6.months >= Date.current.beginning_of_month
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expected_next_end = Date.current.end_of_month
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expected_next_start = (expected_next_end + 1.day - 6.months).beginning_of_month
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else
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expected_next_start = candidate_start
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expected_next_end = expected_next_start + 6.months - 1.day
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end
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assert_select "a[href=?]",
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reports_path(period_type: :last_6_months, start_date: expected_next_start, end_date: expected_next_end)
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end
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test "quarterly period navigation shows previous and next quarter links" do
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get reports_path(period_type: :quarterly)
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assert_response :ok
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prev_start = (Date.current.beginning_of_quarter - 1.day).beginning_of_quarter
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prev_end = prev_start.end_of_quarter
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assert_select "a[href=?]", reports_path(period_type: :quarterly, start_date: prev_start, end_date: prev_end)
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# Also verify a past quarter shows an enabled next-quarter link
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get reports_path(period_type: :quarterly, start_date: prev_start, end_date: prev_end)
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assert_response :ok
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next_start = prev_start.next_quarter.beginning_of_quarter
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next_end = next_start.end_of_quarter
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assert_select "a[href=?]", reports_path(period_type: :quarterly, start_date: next_start, end_date: next_end)
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end
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test "custom period hides period display" do
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get reports_path(
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period_type: :custom,
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start_date: 1.month.ago.to_date,
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end_date: Date.current
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)
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assert_response :ok
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prev_start = 1.month.ago.to_date.beginning_of_month - 1.month
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next_start = 1.month.ago.to_date.beginning_of_month + 1.month
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assert_select "a[href*=?]", "start_date=#{prev_start}", count: 0
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assert_select "a[href*=?]", "start_date=#{next_start}", count: 0
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end
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test "ytd period navigation shows previous year link" do
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get reports_path(period_type: :ytd)
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assert_response :ok
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prev_year = Date.current.year - 1
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prev_start = Date.new(prev_year, 1, 1)
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prev_end = Date.new(prev_year, 12, 31)
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assert_select "a[href=?]", reports_path(period_type: :ytd, start_date: prev_start, end_date: prev_end)
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end
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test "ytd period navigation disables next arrow on current year" do
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get reports_path(period_type: :ytd)
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assert_response :ok
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assert_select "button[disabled][aria-label=?]", I18n.t("reports.index.next_period")
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end
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end
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