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sure/test/controllers/goals_controller_test.rb
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buzzromainandClaude Opus 5 7176b4b521 fix(goals): stop the first goal being told about earmarks it has none of (#3216)
* fix(goals): stop the first goal being told about earmarks it has none of

Linking an account and leaving the amount blank shows "This account will
fund whatever is left after the other earmarks". On a first goal there are
no other earmarks — so the sentence points at something absent, and it is
where a user meets the word for the first time.

The row already carries `data-earmarked-by-others`, and it is zero in that
case. With the account to itself the hint now says so plainly, and
"earmark" appears only where earmarks actually exist — which lets the
context do the explaining instead of the vocabulary needing it.

Pinned server-side rather than in JS. The branch is a ternary; the failure
that matters is the form not handing over the second string, which does not
raise — the value reads as undefined and the line renders empty. There is
also a test that the two hints stay different, since identical copy would
leave the branch doing nothing and the first-time reader back where they
started.

Nothing runs `test/javascript` — no npm script, no CI step — so a test
there would have guarded nothing.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

* fix(goals): tell an account claimed in full from one claimed by nobody

Review on #3216. The new "this account is yours alone" hint keyed off
`earmarked_by_other_goals`, which sums `allocated_amount` — and a
whole-account link carries nil, so it contributes zero. An account another
goal already claims in full therefore looked exactly like an unclaimed one.

The form promised the whole balance, and `whole_account_link_must_be_exclusive`
refused the blank allocation on submit. That is worse than the sentence
this PR set out to fix: it does not merely describe something absent, it
describes something the save then contradicts.

The row carries both readings now, because neither can be derived from the
other. `whole_account_claimed_by_other_goals?` asks the question the sum
cannot answer, and the two share the same row filter so the goal being
edited is excluded from both.

The two tests added here also move above the first `private`, same as on
`define_method`, which is public regardless — but they read as a mistake
sitting among the helpers.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-28 07:52:00 +02:00

1093 lines
42 KiB
Ruby

require "test_helper"
class GoalsControllerTest < ActionDispatch::IntegrationTest
include EntriesTestHelper
setup do
@user = users(:family_admin)
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => true))
sign_in @user
@goal = goals(:vacation_italy)
@depository = accounts(:depository)
@connected = accounts(:connected)
ensure_tailwind_build
end
test "redirects users without preview access" do
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => false))
get goals_url
assert_redirected_to root_path
assert_match(/preview/i, flash[:alert])
end
test "index renders with active filter by default" do
get goals_url
assert_response :success
assert_match(/Goals/i, response.body)
end
test "index honors state filter" do
get goals_url(state: "paused")
assert_response :success
end
test "show renders the goal" do
get goal_url(@goal)
assert_response :success
assert_match(@goal.name, response.body)
end
test "new renders the modal form" do
get new_goal_url
assert_response :success
end
test "create persists a goal with linked accounts" do
# Fresh accounts: the goal fixtures already claim @depository and
# @connected in full, and GoalAccount refuses a second whole-balance
# link on a contested account. Blank allocations here keep this test on
# the default "dedicate the whole balance" path.
first = unclaimed_account("Holiday Pot")
second = unclaimed_account("House Pot")
assert_difference -> { Goal.count } => 1,
-> { GoalAccount.count } => 2 do
post goals_url, params: {
goal: {
name: "New goal",
target_amount: "1000",
target_date: 3.months.from_now.to_date.iso8601,
color: "#4da568",
account_ids: [ first.id, second.id ]
}
}
end
goal = Goal.order(created_at: :desc).first
assert_redirected_to goal_path(goal)
end
test "create rejects missing account_ids" do
assert_no_difference "Goal.count" do
post goals_url, params: {
goal: {
name: "Bad goal",
target_amount: "1000",
color: "#4da568"
}
}
end
assert_response :unprocessable_entity
end
test "create rejects foreign accounts" do
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
foreign = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
assert_no_difference "Goal.count" do
post goals_url, params: {
goal: {
name: "Foreign goal",
target_amount: "1000",
color: "#4da568",
account_ids: [ foreign.id ]
}
}
end
assert_response :unprocessable_entity
end
test "new form excludes same-family accounts not shared with the current user" do
# Regression for #2168: funding-account picker leaked accounts owned by
# other family members that were never shared with the current user.
private_account = Account.create!(
family: @user.family,
owner: users(:family_member),
accountable: Depository.new,
name: "Member Private Checking",
currency: "USD",
balance: 100
)
get new_goal_url
assert_response :success
assert_no_match(/Member Private Checking/, response.body)
assert_no_match(/goal_account_ids_#{private_account.id}/, response.body)
end
# A goal can be backed by an account the viewer is not allowed to see. Both
# halves of that leak matter: the dialog naming it, and a direct POST moving
# its earmark — the figures afterwards saying how much was in it.
test "the consumption dialog does not name a linked account the viewer cannot see" do
private_account = private_linked_account
get consume_goal_url(@goal)
assert_response :success
assert_no_match(/Member Private Checking/, response.body)
assert_no_match(/#{private_account.id}/, response.body)
end
test "consumption is refused against a linked account the viewer cannot see" do
private_account = private_linked_account
link = @goal.goal_accounts.find_by(account_id: private_account.id)
post consume_goal_url(@goal), params: { amount: "100", account_id: private_account.id }
assert_redirected_to goal_path(@goal)
assert_equal 0, @goal.reload.consumed_amount
assert_equal 500, link.reload.allocated_amount
end
# The outflow panel is the third door onto a private backing account: it
# would list its transactions, naming the account, its spending and roughly
# its size to someone with no access to it.
test "the outflow panel does not surface a spend on an account the viewer cannot see" do
private_account = private_linked_account
private_account.entries.create!(
name: "Private Spend", date: Date.current, amount: 400,
currency: private_account.currency, entryable: Transaction.new
)
get goal_url(@goal)
assert_response :success
assert_no_match(/Private Spend/, response.body)
end
test "create rejects a same-family account not shared with the current user" do
private_account = Account.create!(
family: @user.family,
owner: users(:family_member),
accountable: Depository.new,
name: "Member Private Checking",
currency: "USD",
balance: 100
)
assert_no_difference "Goal.count" do
post goals_url, params: {
goal: {
name: "Sneaky goal",
target_amount: "1000",
color: "#4da568",
account_ids: [ private_account.id ]
}
}
end
assert_response :unprocessable_entity
end
test "update modifies identity fields" do
patch goal_url(@goal), params: { goal: { name: "Renamed" } }
assert_redirected_to goal_path(@goal)
assert_equal "Renamed", @goal.reload.name
end
test "update without account_ids leaves linked accounts intact" do
before = @goal.goal_accounts.pluck(:account_id).sort
patch goal_url(@goal), params: { goal: { name: "Still here" } }
assert_redirected_to goal_path(@goal)
assert_equal before, @goal.reload.goal_accounts.pluck(:account_id).sort
end
test "update with account_ids syncs linked accounts (add + remove)" do
patch goal_url(@goal), params: { goal: { account_ids: [ @connected.id ] } }
assert_redirected_to goal_path(@goal)
assert_equal [ @connected.id ], @goal.reload.goal_accounts.pluck(:account_id)
end
test "update preserves a linked account the current user cannot access" do
# Regression for #2172 review: a family goal can be linked to a private
# account owned by another member. That account is never rendered in the
# picker, so its absence from the submitted set must not unlink it.
private_account = Account.create!(
family: @user.family,
owner: users(:family_member),
accountable: Depository.new,
name: "Member Private Checking",
currency: @goal.currency,
balance: 100
)
@goal.goal_accounts.create!(account: private_account)
patch goal_url(@goal), params: { goal: { account_ids: [ @depository.id ] } }
assert_redirected_to goal_path(@goal)
linked = @goal.reload.goal_accounts.pluck(:account_id)
assert_includes linked, private_account.id, "inaccessible private link must be preserved"
assert_includes linked, @depository.id
end
test "update with empty account_ids re-renders with error" do
patch goal_url(@goal), params: { goal: { account_ids: [ "" ] } }
assert_response :unprocessable_entity
assert_not_empty @goal.reload.goal_accounts
end
test "update rejects a cross-currency account attachment" do
# Regression: sync_linked_accounts! used to call goal_accounts.create!
# directly, bypassing Goal#linked_accounts_must_match_goal_currency.
eur_account = Account.create!(
family: @goal.family,
accountable: Depository.new,
name: "EUR Checking",
currency: "EUR",
balance: 100
)
before_ids = @goal.goal_accounts.pluck(:account_id).sort
patch goal_url(@goal), params: { goal: { account_ids: [ eur_account.id ] } }
assert_response :unprocessable_entity
assert_equal before_ids, @goal.reload.goal_accounts.pluck(:account_id).sort
end
test "pause/resume/complete/archive/unarchive flow" do
fresh = goals(:emergency_fund)
patch pause_goal_url(fresh)
assert fresh.reload.paused?
patch resume_goal_url(fresh)
assert fresh.reload.active?
patch complete_goal_url(fresh)
assert fresh.reload.completed?
patch archive_goal_url(fresh)
assert fresh.reload.archived?
patch unarchive_goal_url(fresh)
assert fresh.reload.active?
end
# The reported bug: Delete rendered only when the goal was archived, so an
# active goal had no delete affordance anywhere in the UI. The kebab is the
# only route to it, so assert the form is actually in the markup per state —
# a 200 alone would not have caught the original miss.
test "show exposes delete for a goal in every state" do
delete_form = "form[action='#{goal_path(@goal)}'] input[name='_method'][value='delete']"
%w[active paused completed archived].each do |state|
@goal.update_column(:state, state)
get goal_url(@goal)
assert_response :success
assert_select delete_form, 1, "no delete affordance on a #{state} goal"
end
end
# A goal whose last funding account is deleted survives with zero links and
# fails `must_have_at_least_one_linked_account` from then on. Editing is the
# only way back, so update must validate the accounts the user SUBMITTED,
# not the stale (empty) set already on the record.
test "an orphaned goal can be repaired by re-linking an account" do
orphan = orphaned_goal
rescue_account = unclaimed_account("Rescue Pot")
patch goal_url(orphan), params: {
goal: { name: orphan.name, target_amount: orphan.target_amount, account_ids: [ rescue_account.id ] }
}
assert_redirected_to goal_path(orphan)
assert_equal [ rescue_account.id ], orphan.reload.goal_accounts.pluck(:account_id)
assert orphan.valid?
end
# AASM's bang event returns false rather than raising when the post-transition
# save fails validation. The controller used to discard that, flashing
# "Goal archived." while the state never moved.
test "a transition that fails validation reports the error, not success" do
orphan = orphaned_goal
patch archive_goal_url(orphan)
assert_redirected_to goal_path(orphan)
assert_nil flash[:notice]
assert_match(/at least one account/i, flash[:alert])
assert_equal "active", orphan.reload.state
end
test "destroy deletes an active goal and cascades to its links and pledges" do
assert_difference -> { Goal.count } => -1,
-> { GoalAccount.count } => -2,
-> { GoalPledge.count } => -2 do
delete goal_url(@goal)
end
assert_redirected_to goals_path
end
test "destroy deletes an archived goal" do
@goal.archive!
assert_difference "Goal.count", -1 do
delete goal_url(@goal)
end
assert_redirected_to goals_path
end
# The one thing a goal delete reaches outside its own tables: a matched
# pledge stamps `extra["goal"]["pledge_id"]` onto the transaction it claimed,
# and GoalPledge#clear_matched_transaction_extra must unstamp it on the way
# out. The transaction itself must survive untouched.
test "destroy unstamps the transaction a matched pledge claimed" do
txn = create_transaction(account: @connected, amount: -300).entryable
pledge = goal_pledges(:matched_transfer)
txn.update!(extra: { "goal" => { "pledge_id" => pledge.id } })
pledge.update_column(:matched_transaction_id, txn.id)
delete goal_url(@goal)
assert_redirected_to goals_path
assert Transaction.exists?(txn.id), "deleting a goal must not delete the transaction"
assert_nil txn.reload.extra.dig("goal", "pledge_id")
end
test "index KPI swaps to 'All caught up' when every tracked goal is reached" do
family = users(:family_admin).family
family.goals.destroy_all
# Real reached state: target $1 against the depository fixture's
# $5000 balance. Stubbing :status hides whether the controller
# actually reads the right method on each goal.
build_goal(family, "Wedding", target_amount: 1, target_date: 1.year.from_now)
get goals_url
assert_response :success
assert_match(/All caught up/i, response.body)
assert_match(/1\s*reached/i, response.body)
end
test "index KPI 'on track' denominator excludes no-target-date goals" do
family = users(:family_admin).family
family.goals.destroy_all
# One trackable goal (has target_date) + one open-ended (no target_date).
# The trackable one should be the only thing in the denominator;
# open-ended goals can't be off pace because they have no required pace.
build_goal(family, "House", target_amount: 1_000_000, target_date: 1.year.from_now)
build_goal(family, "Emergency", target_amount: 1_000_000, target_date: nil)
get goals_url
assert_response :success
# Expect "0 of 1" — the open-ended goal stays out of the fraction
# even though it's active.
assert_match(/0\s*of\s*1/i, response.body)
assert_match(/without a deadline/i, response.body)
end
# The form reads its ticks from a separate local, not from the built links,
# so a failed create rendered every account unchecked while the amounts the
# user typed survived — an error telling them to enter an amount, on a form
# whose accounts had silently cleared.
test "a rejected creation keeps the accounts the user ticked" do
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Contested Pot", currency: @user.family.currency, balance: 3_000
)
holder = @user.family.goals.create!(name: "Holder", target_amount: 5_000, currency: @user.family.currency) do |g|
g.goal_accounts.build(account: account)
end
assert holder.persisted?
post goals_url, params: {
goal: {
name: "Second claim", target_amount: 5_000,
account_ids: [ account.id ], allocations: { account.id.to_s => "" }
}
}
assert_response :unprocessable_entity
assert_select "input[type=checkbox][name='goal[account_ids][]'][value=?][checked]", account.id
end
# --- Lot B2: closing a reached goal ---
# The panel used to say "Goal closed at ..." for a goal that was merely at
# 100%, and offer Archive — the gesture that does NOT release the money.
test "a one_off goal at 100 percent is offered closing, not archiving" do
goal = fully_funded_goal
get goal_url(goal)
assert_response :success
assert_match I18n.t("goals.show.celebration.close_cta"), response.body
assert_match I18n.t("goals.show.celebration.close_hint"), response.body
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.archive_cta"))}/, response.body)
end
test "a goal below 100 percent is offered no closing action" do
goal = fully_funded_goal
goal.update!(target_amount: 10_000)
get goal_url(goal)
assert_response :success
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
end
# Reaching the target is the normal state of a reserve, not a prompt to
# close it — and B3 forbids `complete` for them outright.
test "a maintained goal at 100 percent is never offered closing" do
goal = fully_funded_goal
goal.update_column(:kind, "maintained")
get goal_url(goal)
assert_response :success
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
end
test "a completed goal shows the amount and date it froze" do
goal = fully_funded_goal
goal.complete!
get goal_url(goal)
assert_response :success
assert_match I18n.t("goals.show.celebration.frozen",
date: I18n.l(goal.reload.completed_at.to_date, format: :long),
amount: goal.current_balance_money.format(precision: 0)),
response.body
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
end
test "an archived goal is offered no closing action" do
goal = fully_funded_goal
goal.archive!
get goal_url(goal)
assert_response :success
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
end
# --- Lot B3a: reserves ---
test "create accepts the maintained kind" do
account = unclaimed_account("Reserve Pot")
assert_difference -> { Goal.count }, 1 do
post goals_url, params: {
goal: { name: "Emergency", target_amount: "6000", color: "#4da568", kind: "maintained", account_ids: [ account.id ] }
}
end
assert Goal.order(created_at: :desc).first.maintained?
end
# The AASM guard refuses the transition; the controller must report that
# rather than claim success or blow up.
test "completing a reserve is refused at the controller too" do
goal = fully_funded_goal
goal.update_column(:kind, "maintained")
patch complete_goal_url(goal)
assert_redirected_to goal_path(goal)
assert_match(/./, flash[:alert].to_s)
assert_equal "active", goal.reload.state
end
test "a funded reserve reads as intact, with nothing to do" do
goal = fully_funded_goal
goal.update_column(:kind, "maintained")
get goal_url(goal)
assert_response :success
assert_match I18n.t("goals.show.celebration.heading_reserve"), response.body
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.archive_cta"))}/, response.body)
end
# A reserve has no deadline and no pace benchmark, so it can never land in
# the on-track numerator. Leaving it in the denominator made a family with
# one reserve read "0 of 1 on track" for a goal working exactly as intended.
test "a reserve stays out of the on-track denominator" do
@user.family.goals.where.not(state: "archived").find_each(&:archive!)
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Reserve Pot", currency: @user.family.currency, balance: 1_000
)
@user.family.goals.create!(
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
) { |g| g.goal_accounts.build(account: account) }
get goals_url
assert_response :success
# The tile prints "<on track> of <tracked total>". The reserve must not
# appear in the denominator: before this, the page read "0 of 1".
assert_no_match(/0 of 1/, response.body)
assert_match(/0 of 0/, response.body)
end
# A brand-new reserve is depleted with a zero balance, which used to match the
# generic "make your first transfer" branch first. It is still a reserve short
# of its floor, and the shortfall panel is what says so.
test "a reserve with nothing in it yet gets the shortfall panel" do
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Empty Reserve Pot", currency: @user.family.currency, balance: 0
)
goal = @user.family.goals.create!(
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
) { |g| g.goal_accounts.build(account: account) }
get goal_url(goal)
assert_response :success
assert_match I18n.t("goals.show.reserve_shortfall.heading"), response.body
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.empty.heading"))}/, response.body)
end
# --- Lot B6: earmark headroom in the form ---
test "the new form renders each account's balance and what other goals hold" do
account = unclaimed_account("Headroom Pot")
@user.family.goals.create!(name: "Neighbour", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 400)
end
get new_goal_url
assert_response :success
assert_select "[data-balance][data-earmarked-by-others]", minimum: 1
assert_match 'data-earmarked-by-others="400.0"', response.body
end
# The N+1 this lot exists to avoid: the form lists every fundable account,
# so reading the pool per account would scale with the account list.
test "the form reads the shared pool exactly once, however many accounts" do
3.times { |i| unclaimed_account("Pool Pot #{i}") }
assert_equal 1, count_pool_queries { get new_goal_url }
assert_response :success
end
# The acceptance criterion of this lot: reopening a goal must not count its
# own earmark, or re-entering the same figure would trip a message about a
# setup the user has not touched.
test "the edit form does not count the edited goal's own earmark" do
account = unclaimed_account("Reopen Pot")
goal = @user.family.goals.create!(name: "Reopened", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
get edit_goal_url(goal)
assert_response :success
assert_match 'data-earmarked-by-others="0.0"', response.body
assert_no_match(/data-earmarked-by-others="5000/, response.body)
end
# The error paths re-render the same form, so they need the pool too —
# without it the row helper is handed nil and the render blows up.
test "the pool is available again when create re-renders after an error" do
unclaimed_account("Error Pot")
post goals_url, params: { goal: { name: "No accounts", target_amount: "1000", color: "#4da568" } }
assert_response :unprocessable_entity
assert_select "[data-balance][data-earmarked-by-others]", minimum: 1
end
# --- Lot B4: recording a partial spend ---
test "recording a spend keeps the goal at full progress and frees the earmark" do
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Trip Pot", currency: @user.family.currency, balance: 5_000
)
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: @user.family.currency) do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
post consume_goal_url(goal), params: { amount: 2_000 }
assert_redirected_to goal_url(goal)
assert_equal 2_000, goal.reload.consumed_amount
assert_equal 3_000, goal.goal_accounts.first.reload.allocated_amount
end
test "a refused spend says which rule refused it" do
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Reserve Pot", currency: @user.family.currency, balance: 4_000
)
reserve = @user.family.goals.create!(
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
) { |g| g.goal_accounts.build(account: account) }
post consume_goal_url(reserve), params: { amount: 1_000 }
assert_redirected_to goal_url(reserve)
assert_equal I18n.t("goals.consume.errors.maintained"), flash[:alert]
assert_equal 0, reserve.reload.consumed_amount
end
# A blank account id means "this goal has one link". An id resolving to
# nothing must not fall back to that, or a single-link goal would record a
# spend against an account the user never named.
test "an unknown account id is refused rather than falling through" do
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Trip Pot", currency: @user.family.currency, balance: 5_000
)
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: @user.family.currency) do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
post consume_goal_url(goal), params: { amount: 1_000, account_id: SecureRandom.uuid }
assert_equal I18n.t("goals.consume.errors.account_not_linked"), flash[:alert]
assert_equal 0, goal.reload.consumed_amount
end
# --- Lot B5: attributing an outflow the app spotted ---
test "the goal page offers an outflow nothing has claimed" do
goal, entry = goal_with_outflow
get goal_url(goal)
assert_response :success
assert_match I18n.t("goals.unattributed_outflows.heading"), response.body
assert_match entry.name, response.body
end
test "attributing an outflow takes its amount and stops offering it" do
goal, entry = goal_with_outflow
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
assert_redirected_to goal_url(goal)
assert_equal entry.amount.to_d, goal.reload.consumed_amount
get goal_url(goal)
assert_no_match I18n.t("goals.unattributed_outflows.heading"), response.body
end
# The stamp is what makes this idempotent: replaying the same attribution
# must not credit the goal twice for one spend.
test "the same outflow cannot be attributed twice" do
goal, entry = goal_with_outflow
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
recorded = goal.reload.consumed_amount
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
assert_equal recorded, goal.reload.consumed_amount
assert_equal I18n.t("goals.consume.errors.transaction_not_found"), flash[:alert]
end
# The months mode could not be created from the UI at all. The form makes the
# amount read-only, so it submits empty; `target_amount` is required and
# validations run before any save callback, so the derivation that fills it
# never ran. Every existing test set the amount explicitly, which is why the
# model looked fine.
test "a months-of-expenses reserve can be created without typing an amount" do
account = unclaimed_account("Reserve Pot")
IncomeStatement.any_instance.stubs(:median_expense).returns(500)
assert_difference -> { Goal.count }, 1 do
post goals_url, params: { goal: {
name: "Precaution", color: "#4da568", kind: "maintained",
target_mode: "months_of_expenses", target_months: "6",
target_amount: "", account_ids: [ account.id ]
} }
end
goal = Goal.order(created_at: :desc).first
assert_equal 3_000, goal.target_amount.to_d, "the floor was not derived from the months"
assert goal.maintained?
end
# A fixed reserve still needs one, and still says so. Asserted on the error the
# form puts in front of the user, not on the status alone: a 422 for some
# unrelated reason would otherwise keep this green while the guard it names
# had quietly gone.
test "a fixed-amount goal still requires the amount" do
account = unclaimed_account("Fixed Pot")
assert_no_difference -> { Goal.count } do
post goals_url, params: { goal: {
name: "No amount", color: "#4da568",
target_amount: "", account_ids: [ account.id ]
} }
end
assert_response :unprocessable_entity
# The paragraph is in the markup either way; `hidden` is what decides
# whether it is shown, so its absence is the assertion.
assert_select "[data-goal-form-target=amountError]:not(.hidden)", 1,
"the form did not surface the missing-amount error"
end
# The surface the user actually reads: the figure beside the ring, and the
# line saying part of it has been used. Asserted on the rendered page rather
# than the model, because the contradiction was a display bug — the model
# has always counted both halves.
test "the goal page reports the used portion as part of the total" do
goal = spent_goal_for_display
get goal_url(goal)
assert_response :success
assert_includes response.body, I18n.t("goals.show.ring.including_used",
amount: goal.consumed_amount_money.format(precision: 0))
# The headline figure specifically, not "somewhere on the page": the
# account balance still appears in the funding breakdown below, which is
# where that question belongs.
headline = css_select("p.text-xl.font-medium.text-primary").map(&:text).map(&:strip)
assert_includes headline, goal.progress_amount_money.format(precision: 0)
assert_not_includes headline, goal.current_balance_money.format(precision: 0)
end
test "a goal that has spent nothing says nothing about it" do
account = unclaimed_account("Quiet Pot")
goal = @user.family.goals.create!(name: "Quiet", target_amount: 1_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 1_000)
end
get goal_url(goal)
assert_response :success
assert_no_match(/already used|déjà utilisés/, response.body)
end
# The ring announced the account balance while the visible headline beside it
# reported the progress total: same ring, two different numbers depending on
# whether you could see it.
test "the ring announces the same total the headline shows" do
goal = spent_goal_for_display
get goal_url(goal)
assert_response :success
label = css_select("[role=progressbar]").first["aria-label"]
assert_includes label, goal.progress_amount_money.format
assert_not_includes label, goal.current_balance_money.format
assert_includes label, goal.consumed_amount_money.format
end
test "a goal with nothing used keeps the plain wording" do
account = unclaimed_account("Plain Pot")
goal = @user.family.goals.create!(name: "Plain", target_amount: 1_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 1_000)
end
get goal_url(goal)
label = css_select("[role=progressbar]").first["aria-label"]
assert_no_match(/already used|déjà utilisés/, label)
end
# A reserve holds a balance rather than reaching an amount. "Target balance"
# is what this kind of app calls that, and it keeps the noun the rest of the
# page already uses 55 times — rather than inventing a "level" or a "floor"
# that nothing else in the domain says.
test "the form carries both the amount and the balance wording" do
unclaimed_account("Vocab Pot")
get new_goal_url
assert_response :success
assert_includes response.body, I18n.t("goals.form.fields.target_amount")
assert_includes response.body, I18n.t("goals.form.fields.target_balance")
end
# In months mode the balance is worked out, not typed. A read-only input
# still reads as something to fill in, beside the months that are the real
# question, so the figure is presented as a result instead.
test "the form carries the derived balance as a result, not a field" do
unclaimed_account("Derived Pot")
get new_goal_url
assert_response :success
assert_select "[data-goal-kind-target=amountDerived]", 1
assert_includes response.body, I18n.t("goals.form.fields.target_balance_pending")
end
test "editing a months reserve shows the balance it currently holds" do
account = unclaimed_account("Existing Pot")
IncomeStatement.any_instance.stubs(:median_expense).returns(500)
goal = @user.family.goals.create!(
name: "Precaution", target_amount: 3_000, currency: "USD", kind: "maintained",
target_mode: "months_of_expenses", target_months: 6
) { |g| g.goal_accounts.build(account: account, allocated_amount: 3_000) }
get edit_goal_url(goal)
assert_response :success
assert_includes response.body, goal.target_amount_money.format(precision: 0)
end
# One vocabulary, not three. "level" and "floor" said the same thing as
# "target balance" in different words, on the same page.
test "the goals copy settles on one word for a reserve's balance" do
%i[en fr].each do |locale|
copy = YAML.load_file(Rails.root.join("config/locales/views/goals/#{locale}.yml")).to_s
assert_no_match(/\bfloor\b|\bniveau\b/i, copy, "#{locale} still mixes vocabularies")
end
end
# The gap this closes: at the moment the user has reached the target and
# spent some of it, the page offered only "Close this goal" — which releases
# the earmark, and whose own hint says to do it once the money is actually
# spent. Saying so was two clicks away in the overflow menu.
test "a reached goal offers recording a spend outside the overflow menu" do
goal = reached_goal_holding_money
get goal_url(goal)
assert_response :success
# In the panel, not only in the menu: scoped to the celebration panel's own
# action row by id. `section` was not enough — the panel renders through
# DS::Card, which emits a <section>, so any card on the page satisfied it.
panel_links = css_select("#goal-celebration-actions a[href='#{consume_goal_path(goal)}']")
assert_operator panel_links.size, :>=, 1,
"the spend action was still only reachable through the overflow menu"
end
test "closing is still offered alongside it" do
goal = reached_goal_holding_money
get goal_url(goal)
assert_select "form[action=?]", complete_goal_path(goal)
end
# Two doors lead to the same dialog, the panel and the overflow menu, and they
# disagreed: the menu gated on `current_balance`, which counts every linked
# account including ones private to another member. A reader backed only by
# such an account was shown the entry, opened a dialog with nothing to pick,
# and was refused on submit. Asserted page-wide on purpose — neither door may
# offer it.
test "money the reader cannot reach opens no door to the spend dialog" do
account = Account.create!(
family: @user.family, owner: users(:family_member), accountable: Depository.new,
name: "Member Only Pot", currency: "USD", balance: 5_000
)
goal = @user.family.goals.create!(name: "Hidden", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
get goal_url(goal)
assert_response :success
assert goal.current_balance.to_d.positive?, "the goal is backed, just not for this reader"
assert_empty css_select("a[href='#{consume_goal_path(goal)}']"),
"a spend was still offered against money the reader cannot see"
end
private
def spent_goal_for_display
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Spent Pot", currency: "USD", balance: 5_000
)
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
goal.consume!(2_000)
goal
end
def reached_goal_holding_money
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Reached Pot", currency: "USD", balance: 5_000
)
@user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
end
end
# SQL the pooled-allocation read issues, and nothing else: goal_accounts
# joined to goals.
def count_pool_queries
count = 0
sub = ActiveSupport::Notifications.subscribe("sql.active_record") do |*, payload|
sql = payload[:sql].to_s
count += 1 if sql.include?("FROM \"goal_accounts\"") && sql.include?("INNER JOIN \"goals\"")
end
yield
count
ensure
ActiveSupport::Notifications.unsubscribe(sub)
end
# The row must carry both readings, since one of them is invisible to the
# other: a whole-account claim elsewhere sums to zero, and without the flag
# the form would tell the user the account is theirs alone and then refuse
# the blank allocation on submit.
test "each account row carries the whole-account claim as well as the sum" do
account = unclaimed_account("Claimed Pot")
@user.family.goals.create!(name: "Neighbour", target_amount: 5_000, currency: "USD") do |g|
g.goal_accounts.build(account: account)
end
get new_goal_url
assert_response :success
assert_match(/data-earmarked-by-others="0(\.0)?"[^>]*data-whole-account-claimed="true"/m, response.body)
end
# The hint for a blank amount is chosen client-side from two strings the
# form hands over. A missing one does not raise — the value reads as
# undefined and the line renders empty — so the wiring is what needs
# pinning, not the ternary that picks between them.
test "the form carries both blank-amount hints" do
unclaimed_account("Hint Pot")
get new_goal_url
assert_response :success
# Escaped: the copy carries an apostrophe, and the attribute value in the
# response is HTML-escaped.
assert_includes response.body, ERB::Util.html_escape(I18n.t("goals.form.earmark.whole_balance_alone"))
assert_includes response.body, ERB::Util.html_escape(I18n.t("goals.form.earmark.whole_balance"))
end
# The two must stay distinguishable: if they ever say the same thing, the
# branch is doing nothing and a first-time user is back to being told about
# earmarks that do not exist.
test "the two blank-amount hints say different things" do
assert_not_equal I18n.t("goals.form.earmark.whole_balance"),
I18n.t("goals.form.earmark.whole_balance_alone")
assert_no_match(/earmark/i, I18n.t("goals.form.earmark.whole_balance_alone"),
"the hint shown with no other claims should not mention earmarks")
end
private
# A private account of another member, linked to the goal under test.
def private_linked_account
account = Account.create!(
family: @user.family,
owner: users(:family_member),
accountable: Depository.new,
name: "Member Private Checking",
currency: @goal.currency,
balance: 1_000
)
@goal.goal_accounts.create!(account: account, allocated_amount: 500)
account
end
def goal_with_outflow
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Trip Pot #{SecureRandom.hex(4)}", currency: @user.family.currency, balance: 5_000
)
goal = @user.family.goals.create!(
name: "Trip", target_amount: 5_000, currency: @user.family.currency
) { |g| g.goal_accounts.build(account: account, allocated_amount: 5_000) }
entry = account.entries.create!(
name: "Flights", date: Date.current, amount: 1_200,
currency: account.currency, entryable: Transaction.new
)
[ goal, entry ]
end
# An active one_off goal sitting exactly at its target, on an account no
# other goal claims.
def fully_funded_goal
account = Account.create!(
family: @user.family, accountable: Depository.new,
name: "Funded Pot", currency: "USD", balance: 2_000
)
@user.family.goals.create!(name: "Funded", target_amount: 2_000, currency: "USD") do |g|
g.goal_accounts.build(account: account)
end
end
# A fundable account no goal fixture claims. The fixtures link
# @depository and @connected as whole-balance earmarks, and GoalAccount
# refuses a second whole-balance link on an account already claimed in
# full — so any test that wants the default "dedicate the whole balance"
# link needs an account of its own.
def unclaimed_account(name)
Account.create!(
family: @user.family, accountable: Depository.new,
name: name, currency: "USD", balance: 1_000
)
end
# A goal in the state account deletion leaves behind: still present, zero
# linked accounts, failing its own validations.
def orphaned_goal
family = @user.family
throwaway = Account.create!(
family: family, accountable: Depository.new, name: "Throwaway", currency: "USD", balance: 100
)
goal = family.goals.new(name: "Orphan", target_amount: 500, currency: "USD")
goal.goal_accounts.build(account: throwaway)
goal.save!
throwaway.destroy!
goal.reload
assert_empty goal.goal_accounts, "fixture setup failed to orphan the goal"
goal
end
# Each goal gets its own funding account, mirroring @depository's balance.
# These goals used to share @depository as a whole-balance link, which
# GoalAccount now refuses — and which was the double count in the first
# place: every goal read the same 5,000 as if it were its own. One account
# each keeps every goal's current_balance identical to what it was, without
# the overlap.
def build_goal(family, name, target_amount: 1_000_000, target_date: nil)
funding = Account.create!(
family: family, accountable: Depository.new,
name: "#{name} Funding", currency: "USD", balance: @depository.balance
)
g = family.goals.new(name: name, target_amount: target_amount, target_date: target_date, currency: "USD")
g.goal_accounts.build(account: funding)
g.save!
g
end
public
test "create ignores forbidden params (family_id, state)" do
family = users(:family_admin).family
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
assert_difference -> { family.goals.count }, 1 do
post goals_url, params: {
goal: {
name: "Hijack target",
target_amount: 100,
currency: "USD",
state: "archived",
family_id: other_family.id,
account_ids: [ unclaimed_account("Hijack Pot").id ]
}
}
end
goal = family.goals.order(:created_at).last
# Strong params must strip both `state` (AASM-managed) and `family_id`
# (cross-family pivot) — otherwise a crafted POST would create rows
# outside the current family or skip the active-state assumption.
assert_equal "active", goal.state
assert_equal family.id, goal.family_id
end
test "another family's goal returns 404" do
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
other_account = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
other_goal = other_family.goals.new(name: "Foreign goal", target_amount: 100, currency: "USD")
other_goal.goal_accounts.build(account: other_account)
other_goal.save!
get goal_url(other_goal)
assert_redirected_to goals_path
assert_equal I18n.t("goals.errors.not_found"), flash[:alert]
end
end