Files
sure/test/models/assistant/function/create_goal_test.rb
Guillem Arias 9b61e4a41b refactor: rename Savings Goals feature to Goals
User-facing rename + structural rename. Feature is now called just
"Goals" everywhere — page title, sidebar nav, modal headings, flash
messages, AI assistant tool. Code identifiers follow:

- Models: SavingsGoal → Goal, SavingsContribution → GoalContribution,
  SavingsGoalAccount → GoalAccount.
- Tables: savings_goals → goals, savings_contributions → goal_contributions,
  savings_goal_accounts → goal_accounts. FK columns savings_goal_id →
  goal_id. New migration db/migrate/20260511100003_rename_savings_to_goals.rb
  uses rename_table + rename_column; PG handles index renaming and FK
  redirection automatically.
- Controllers: SavingsGoalsController → GoalsController,
  SavingsContributionsController → GoalContributionsController.
- Routes: /savings_goals → /goals, nested /goals/:id/contributions
  (resource name shifts; old route name aliases dropped).
- ViewComponent namespace: Savings::* → Goals::*. Component class
  names drop their redundant "Goal" prefix where the namespace already
  carries it: Savings::GoalCardComponent → Goals::CardComponent,
  Savings::GoalAvatarComponent → Goals::AvatarComponent. Others keep
  their names (Goals::ProgressRingComponent, Goals::StatusPillComponent,
  Goals::AccountStackComponent, Goals::FundingAccountsBreakdownComponent).
- Stimulus controllers: savings_goal_* → goal_*, savings_goals_filter
  → goals_filter. Stimulus identifiers in data-controller / data-*
  attributes follow.
- Locale keys: savings_goals: → goals: (top level), savings_contributions:
  → goal_contributions: (top level). All t() callers updated.
- AI assistant tool: Assistant::Function::CreateSavingsGoal →
  Assistant::Function::CreateGoal, tool name "create_savings_goal" →
  "create_goal", description / response text updated.
- Sidebar nav label "Savings" → "Goals". Goals/show + index page title
  "Savings" → "Goals". Empty goals_section heading/subtitle dropped
  (duplicated the page title post-rename).

Original migrations create_savings_goals / create_savings_goal_accounts /
create_savings_contributions remain untouched so historical replay
still works; the rename migration runs on top.
2026-05-11 20:08:32 +02:00

104 lines
3.9 KiB
Ruby

require "test_helper"
class Assistant::Function::CreateGoalTest < ActiveSupport::TestCase
setup do
@user = users(:family_admin)
@family = @user.family
@depository = accounts(:depository)
@fn = Assistant::Function::CreateGoal.new(@user)
end
test "to_definition returns valid JSON shape" do
definition = @fn.to_definition
assert_equal "create_goal", definition[:name]
assert_kind_of String, definition[:description]
assert_equal "object", definition[:params_schema][:type]
assert_includes definition[:params_schema][:required], "name"
assert_includes definition[:params_schema][:required], "target_amount"
assert_includes definition[:params_schema][:required], "linked_account_names"
end
test "creates a goal with linked accounts" do
assert_difference -> { Goal.count } => 1,
-> { GoalAccount.count } => 1 do
result = @fn.call(
"name" => "Vacation",
"target_amount" => 1500,
"target_date" => 3.months.from_now.to_date.iso8601,
"linked_account_names" => [ @depository.name ]
)
assert result[:success]
assert_match(/Vacation/, result[:message])
assert result[:url].present?
assert_equal "USD", result[:currency]
end
end
test "creates a goal with initial contribution" do
assert_difference -> { GoalContribution.count } => 1 do
@fn.call(
"name" => "Laptop fund",
"target_amount" => 2000,
"linked_account_names" => [ @depository.name ],
"initial_contribution" => { "amount" => 200, "source_account_name" => @depository.name }
)
end
contribution = GoalContribution.order(created_at: :desc).first
assert_equal "initial", contribution.source
assert_equal 200, contribution.amount.to_i
end
test "soft error when name is missing" do
result = @fn.call("target_amount" => 100, "linked_account_names" => [ @depository.name ])
assert_equal false, result[:success]
assert_equal "name_required", result[:error]
end
test "soft error when target_amount is zero" do
result = @fn.call("name" => "X", "target_amount" => 0, "linked_account_names" => [ @depository.name ])
assert_equal false, result[:success]
assert_equal "target_amount_invalid", result[:error]
end
test "soft error when no linked accounts" do
result = @fn.call("name" => "X", "target_amount" => 100, "linked_account_names" => [])
assert_equal false, result[:success]
assert_equal "no_linked_accounts", result[:error]
assert_kind_of Array, result[:available_accounts]
assert(result[:available_accounts].all? { |a| a.is_a?(Hash) && a.key?(:name) })
end
test "soft error when account name doesn't match" do
result = @fn.call("name" => "X", "target_amount" => 100, "linked_account_names" => [ "Nonexistent Account" ])
assert_equal false, result[:success]
assert_equal "unknown_accounts", result[:error]
assert_includes result[:unknown_names], "Nonexistent Account"
end
test "soft error when currencies differ across linked accounts" do
eur = Account.create!(family: @family, accountable: Depository.new, name: "EUR Account", currency: "EUR", balance: 100)
result = @fn.call(
"name" => "Mixed",
"target_amount" => 100,
"linked_account_names" => [ @depository.name, eur.name ]
)
assert_equal false, result[:success]
assert_equal "currency_mismatch", result[:error]
end
test "scopes to the user's family" do
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
Account.create!(family: other_family, accountable: Depository.new, name: "Foreign Checking", currency: "USD", balance: 100)
result = @fn.call(
"name" => "X",
"target_amount" => 100,
"linked_account_names" => [ "Foreign Checking" ]
)
assert_equal false, result[:success]
assert_equal "unknown_accounts", result[:error]
end
end