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