Files
sure/test/controllers/pages_controller_test.rb
David Gil 3d91e60a8a feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
* feat: Add subcategory breakdown to Cash Flow and Reports

Implements Discussion #546 - adds hierarchical category/subcategory
visualization to both the Sankey chart and Reports breakdown tables.

Sankey chart changes:
- Income: subcategory → parent category → Cash Flow
- Expense: Cash Flow → parent category → subcategory
- Extracted process_category_totals helper to DRY up income/expense logic

Reports breakdown changes:
- Subcategories display nested under parent categories
- Smaller dots and indented rows for visual hierarchy
- Extracted _breakdown_table partial to eliminate duplication

* fix: Dynamic node padding for Sankey chart with many nodes

- Add dynamic nodePadding calculation to prevent padding from dominating
  chart height when there are many subcategory nodes
- Extract magic numbers to static constants for configuration
- Decompose monolithic #draw() into focused methods
- Consolidate duplicate tooltip/currency formatting code
- Modernize syntax with spread operators and optional chaining

* fix: Hide overlapping Sankey labels, show on hover

- Add label overlap detection by grouping nodes by column depth
- Hide labels that would overlap with adjacent nodes
- Show hidden labels on hover (node rectangle or connected links)
- Add hover events to node rectangles (not just text)

* fix: Use deterministic fallback colors for categories

- Replace Category::COLORS.sample with Category::UNCATEGORIZED_COLOR
  for income categories in Sankey chart (was producing different colors
  on each page load)
- Add nil color fallback in reports_controller for parent and root
  categories

Addresses CodeRabbit review feedback.

* fix: Expand CSS variable map for d3 color manipulation

Add hex mappings for commonly used CSS variables so d3 can manipulate
opacity for gradients and hover effects:
- var(--color-destructive) -> #EC2222
- var(--color-gray-400) -> #9E9E9E
- var(--color-gray-500) -> #737373

* test: Add tests for subcategory breakdown in dashboard and reports

- Test dashboard renders Sankey chart with parent/subcategory transactions
- Test reports groups transactions by parent and subcategories
- Test reports handles categories with nil colors
- Use EntriesTestHelper#create_transaction for cleaner test setup

* Fix lint: use Number.NEGATIVE_INFINITY

* Remove obsolete nil color test

Category model now validates color presence, so nil color categories
cannot exist. The fallback handling in reports_controller is still in
place but the scenario is unreachable.

* Update reports_controller.rb

* FIX trade category

---------

Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-20 00:01:55 +01:00

68 lines
2.2 KiB
Ruby

require "test_helper"
class PagesControllerTest < ActionDispatch::IntegrationTest
include EntriesTestHelper
setup do
sign_in @user = users(:family_admin)
@family = @user.family
end
test "dashboard" do
get root_path
assert_response :ok
end
test "dashboard renders sankey chart with subcategories" do
# Create parent category with subcategory
parent_category = @family.categories.create!(name: "Shopping", classification: "expense", color: "#FF5733")
subcategory = @family.categories.create!(name: "Groceries", classification: "expense", parent: parent_category, color: "#33FF57")
# Create transactions using helper
create_transaction(account: @family.accounts.first, name: "General shopping", amount: 100, category: parent_category)
create_transaction(account: @family.accounts.first, name: "Grocery store", amount: 50, category: subcategory)
get root_path
assert_response :ok
assert_select "[data-controller='sankey-chart']"
end
test "changelog" do
VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
get changelog_path
assert_response :ok
end
end
test "changelog with nil release notes" do
# Mock the GitHub provider to return nil (simulating API failure or no releases)
github_provider = mock
github_provider.expects(:fetch_latest_release_notes).returns(nil)
Provider::Registry.stubs(:get_provider).with(:github).returns(github_provider)
get changelog_path
assert_response :ok
assert_select "h2", text: "Release notes unavailable"
assert_select "a[href='https://github.com/we-promise/sure/releases']"
end
test "changelog with incomplete release notes" do
# Mock the GitHub provider to return incomplete data (missing some fields)
github_provider = mock
incomplete_data = {
avatar: nil,
username: "maybe-finance",
name: "Test Release",
published_at: nil,
body: nil
}
github_provider.expects(:fetch_latest_release_notes).returns(incomplete_data)
Provider::Registry.stubs(:get_provider).with(:github).returns(github_provider)
get changelog_path
assert_response :ok
assert_select "h2", text: "Test Release"
# Should not crash even with nil values
end
end