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* feat(exports): preserve transfer decisions * fix(api): apply transfer date filters to both sides * fix(api): refine transfer decision handling * fix(api): align transfer decision schemas * fix(api): use current context for transfer filters * fix(api): include either side in transfer date filters * fix(api): deduplicate transfer decision filters * fix(api): guard transfer decision exports
204 lines
7.4 KiB
Ruby
204 lines
7.4 KiB
Ruby
# frozen_string_literal: true
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require "test_helper"
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class Api::V1::TransfersControllerTest < ActionDispatch::IntegrationTest
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setup do
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@user = users(:family_admin)
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@family = @user.family
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@user.api_keys.active.destroy_all
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@api_key = ApiKey.create!(
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user: @user,
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name: "Test Read Key",
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scopes: [ "read" ],
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source: "web",
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display_key: "test_read_#{SecureRandom.hex(8)}"
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)
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@account = @family.accounts.create!(
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name: "Transfer Checking",
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accountable: Depository.new,
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balance: 500,
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currency: "USD"
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)
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@destination_account = @family.accounts.create!(
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name: "Transfer Savings",
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accountable: Depository.new,
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balance: 1000,
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currency: "USD"
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)
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outflow = create_transaction(@account, amount: 100, date: Date.parse("2024-01-15"), name: "Transfer to savings")
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inflow = create_transaction(@destination_account, amount: -100, date: Date.parse("2024-01-15"), name: "Transfer from checking")
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@transfer = Transfer.create!(
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outflow_transaction: outflow,
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inflow_transaction: inflow,
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status: "confirmed",
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notes: "Confirmed by user"
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)
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other_family = families(:empty)
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other_account = other_family.accounts.create!(name: "Other Checking", accountable: Depository.new, balance: 0, currency: "USD")
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other_destination = other_family.accounts.create!(name: "Other Savings", accountable: Depository.new, balance: 0, currency: "USD")
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other_outflow = create_transaction(other_account, amount: 50, date: Date.parse("2024-01-15"), name: "Other outflow")
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other_inflow = create_transaction(other_destination, amount: -50, date: Date.parse("2024-01-15"), name: "Other inflow")
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@other_transfer = Transfer.create!(outflow_transaction: other_outflow, inflow_transaction: other_inflow)
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end
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test "lists transfers scoped to the current family" do
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get api_v1_transfers_url, headers: api_headers(@api_key)
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assert_response :success
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response_data = JSON.parse(response.body)
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assert response_data.key?("transfers")
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assert response_data.key?("pagination")
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assert_includes response_data["transfers"].map { |transfer| transfer["id"] }, @transfer.id
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assert_not_includes response_data["transfers"].map { |transfer| transfer["id"] }, @other_transfer.id
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end
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test "permits read write scope" do
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read_write_key = ApiKey.create!(
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user: @user,
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name: "Test Read Write Key",
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scopes: [ "read_write" ],
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source: "mobile",
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display_key: "test_read_write_#{SecureRandom.hex(8)}"
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)
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get api_v1_transfers_url, headers: api_headers(read_write_key)
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assert_response :success
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end
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test "shows a transfer" do
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get api_v1_transfer_url(@transfer), headers: api_headers(@api_key)
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assert_response :success
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response_data = JSON.parse(response.body)
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assert_equal @transfer.id, response_data["id"]
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assert_equal "confirmed", response_data["status"]
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assert_equal "Confirmed by user", response_data["notes"]
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assert_equal "Transfer Savings", response_data.dig("inflow_transaction", "account", "name")
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assert_equal "Transfer Checking", response_data.dig("outflow_transaction", "account", "name")
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assert response_data.key?("amount_cents")
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end
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test "returns not found for another family's transfer" do
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get api_v1_transfer_url(@other_transfer), headers: api_headers(@api_key)
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assert_response :not_found
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response_data = JSON.parse(response.body)
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assert_equal "record_not_found", response_data["error"]
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end
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test "returns not found for malformed transfer id" do
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get api_v1_transfer_url("not-a-uuid"), headers: api_headers(@api_key)
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assert_response :not_found
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response_data = JSON.parse(response.body)
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assert_equal "record_not_found", response_data["error"]
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end
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test "filters transfers by status" do
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get api_v1_transfers_url, params: { status: "confirmed" }, headers: api_headers(@api_key)
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assert_response :success
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response_data = JSON.parse(response.body)
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assert_equal [ @transfer.id ], response_data["transfers"].map { |transfer| transfer["id"] }
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end
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test "filters transfers by account_id" do
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get api_v1_transfers_url, params: { account_id: @account.id }, headers: api_headers(@api_key)
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assert_response :success
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response_data = JSON.parse(response.body)
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assert_includes response_data["transfers"].map { |transfer| transfer["id"] }, @transfer.id
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end
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test "rejects malformed account_id filter" do
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get api_v1_transfers_url, params: { account_id: "not-a-uuid" }, headers: api_headers(@api_key)
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assert_response :unprocessable_entity
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response_data = JSON.parse(response.body)
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assert_equal "validation_failed", response_data["error"]
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end
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test "rejects invalid status filter" do
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get api_v1_transfers_url, params: { status: "settled" }, headers: api_headers(@api_key)
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assert_response :unprocessable_entity
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response_data = JSON.parse(response.body)
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assert_equal "validation_failed", response_data["error"]
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end
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test "rejects invalid date filter" do
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get api_v1_transfers_url, params: { start_date: "01/15/2024" }, headers: api_headers(@api_key)
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assert_response :unprocessable_entity
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response_data = JSON.parse(response.body)
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assert_equal "validation_failed", response_data["error"]
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end
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test "filters transfers when either transaction side date matches" do
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matched_outflow = create_transaction(@account, amount: 75, date: Date.parse("2024-02-10"), name: "Dated outflow")
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matched_inflow = create_transaction(@destination_account, amount: -75, date: Date.parse("2024-02-10"), name: "Dated inflow")
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date_matched_transfer = Transfer.create!(outflow_transaction: matched_outflow, inflow_transaction: matched_inflow)
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partial_outflow = create_transaction(@account, amount: 80, date: Date.parse("2024-02-10"), name: "Partial outflow")
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partial_inflow = create_transaction(@destination_account, amount: -80, date: Date.parse("2024-02-12"), name: "Partial inflow")
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partial_date_transfer = Transfer.create!(outflow_transaction: partial_outflow, inflow_transaction: partial_inflow)
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get api_v1_transfers_url,
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params: { start_date: "2024-02-10", end_date: "2024-02-10" },
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headers: api_headers(@api_key)
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assert_response :success
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transfer_ids = JSON.parse(response.body)["transfers"].map { |transfer| transfer["id"] }
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assert_includes transfer_ids, date_matched_transfer.id
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assert_includes transfer_ids, partial_date_transfer.id
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assert_not_includes transfer_ids, @transfer.id
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end
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test "requires authentication" do
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get api_v1_transfers_url
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assert_response :unauthorized
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end
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test "requires read scope" do
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# ApiKey.create! rejects empty scopes; bypass validation to exercise runtime authorization.
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api_key_without_read = ApiKey.new(
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user: @user,
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name: "No Read Key",
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scopes: [],
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source: "mobile",
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display_key: "no_read_#{SecureRandom.hex(8)}"
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)
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api_key_without_read.save!(validate: false)
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get api_v1_transfers_url, headers: api_headers(api_key_without_read)
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assert_response :forbidden
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ensure
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api_key_without_read&.destroy
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end
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private
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def create_transaction(account, amount:, date:, name:)
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entry = account.entries.create!(
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date: date,
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amount: amount,
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name: name,
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currency: account.currency,
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entryable: Transaction.new(kind: "funds_movement")
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)
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entry.entryable
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end
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def api_headers(api_key)
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{ "X-Api-Key" => api_key.display_key }
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end
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end
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