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The KPI tile reads 'X of Y on track'. Y was every active goal minus reached + paused, which included open-ended goals (no target_date). But an open-ended goal has no required monthly pace to compare against — by definition it can be neither on track nor behind. Counting it in the denominator dragged the ratio down and never improved as the user kept saving (the fraction stays stuck because the open-ended goal is never a hit). Exclude :no_target_date from tracked_total. Numerator unchanged. The subline still surfaces 'N without a deadline' as informational so the user knows those goals exist.
243 lines
8.0 KiB
Ruby
243 lines
8.0 KiB
Ruby
require "test_helper"
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class GoalsControllerTest < ActionDispatch::IntegrationTest
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setup do
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@user = users(:family_admin)
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@user.update!(preferences: (@user.preferences || {}).merge("beta_features_enabled" => true))
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sign_in @user
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@goal = goals(:vacation_italy)
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@depository = accounts(:depository)
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@connected = accounts(:connected)
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ensure_tailwind_build
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end
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test "redirects users without beta access" do
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@user.update!(preferences: (@user.preferences || {}).merge("beta_features_enabled" => false))
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get goals_url
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assert_redirected_to root_path
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assert_match(/beta/i, flash[:alert])
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end
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test "index renders with active filter by default" do
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get goals_url
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assert_response :success
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assert_match(/Goals/i, response.body)
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end
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test "index honors state filter" do
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get goals_url(state: "paused")
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assert_response :success
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end
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test "show renders the goal" do
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get goal_url(@goal)
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assert_response :success
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assert_match(@goal.name, response.body)
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end
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test "new renders the modal form" do
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get new_goal_url
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assert_response :success
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end
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test "create persists a goal with linked accounts" do
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assert_difference -> { Goal.count } => 1,
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-> { GoalAccount.count } => 2 do
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post goals_url, params: {
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goal: {
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name: "New goal",
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target_amount: "1000",
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target_date: 3.months.from_now.to_date.iso8601,
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color: "#4da568",
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account_ids: [ @depository.id, @connected.id ]
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}
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}
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end
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goal = Goal.order(created_at: :desc).first
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assert_redirected_to goal_path(goal)
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end
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test "create rejects missing account_ids" do
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assert_no_difference "Goal.count" do
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post goals_url, params: {
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goal: {
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name: "Bad goal",
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target_amount: "1000",
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color: "#4da568"
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}
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}
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end
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assert_response :unprocessable_entity
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end
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test "create rejects foreign accounts" do
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other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
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foreign = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
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assert_no_difference "Goal.count" do
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post goals_url, params: {
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goal: {
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name: "Foreign goal",
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target_amount: "1000",
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color: "#4da568",
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account_ids: [ foreign.id ]
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}
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}
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end
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assert_response :unprocessable_entity
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end
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test "update modifies identity fields" do
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patch goal_url(@goal), params: { goal: { name: "Renamed" } }
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assert_redirected_to goal_path(@goal)
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assert_equal "Renamed", @goal.reload.name
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end
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test "update without account_ids leaves linked accounts intact" do
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before = @goal.goal_accounts.pluck(:account_id).sort
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patch goal_url(@goal), params: { goal: { name: "Still here" } }
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assert_redirected_to goal_path(@goal)
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assert_equal before, @goal.reload.goal_accounts.pluck(:account_id).sort
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end
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test "update with account_ids syncs linked accounts (add + remove)" do
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patch goal_url(@goal), params: { goal: { account_ids: [ @connected.id ] } }
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assert_redirected_to goal_path(@goal)
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assert_equal [ @connected.id ], @goal.reload.goal_accounts.pluck(:account_id)
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end
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test "update with empty account_ids re-renders with error" do
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patch goal_url(@goal), params: { goal: { account_ids: [ "" ] } }
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assert_response :unprocessable_entity
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assert_not_empty @goal.reload.goal_accounts
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end
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test "update rejects a cross-currency account attachment" do
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# Regression: sync_linked_accounts! used to call goal_accounts.create!
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# directly, bypassing Goal#linked_accounts_must_match_goal_currency.
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eur_account = Account.create!(
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family: @goal.family,
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accountable: Depository.new,
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name: "EUR Checking",
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currency: "EUR",
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balance: 100
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)
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before_ids = @goal.goal_accounts.pluck(:account_id).sort
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patch goal_url(@goal), params: { goal: { account_ids: [ eur_account.id ] } }
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assert_response :unprocessable_entity
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assert_equal before_ids, @goal.reload.goal_accounts.pluck(:account_id).sort
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end
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test "pause/resume/complete/archive/unarchive flow" do
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fresh = goals(:emergency_fund)
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patch pause_goal_url(fresh)
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assert fresh.reload.paused?
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patch resume_goal_url(fresh)
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assert fresh.reload.active?
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patch complete_goal_url(fresh)
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assert fresh.reload.completed?
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patch archive_goal_url(fresh)
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assert fresh.reload.archived?
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patch unarchive_goal_url(fresh)
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assert fresh.reload.active?
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end
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test "destroy on non-archived is rejected" do
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assert_no_difference "Goal.count" do
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delete goal_url(@goal)
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end
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assert_redirected_to goal_path(@goal)
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end
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test "destroy on archived deletes" do
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@goal.archive!
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assert_difference "Goal.count", -1 do
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delete goal_url(@goal)
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end
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assert_redirected_to goals_path
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end
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test "index KPI swaps to 'All caught up' when every tracked goal is reached" do
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family = users(:family_admin).family
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family.goals.destroy_all
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# Real reached state: target $1 against the depository fixture's
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# $5000 balance. Stubbing :status hides whether the controller
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# actually reads the right method on each goal.
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build_goal(family, "Wedding", target_amount: 1, target_date: 1.year.from_now)
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get goals_url
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assert_response :success
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assert_match(/All caught up/i, response.body)
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assert_match(/1\s*reached/i, response.body)
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end
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test "index KPI 'on track' denominator excludes no-target-date goals" do
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family = users(:family_admin).family
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family.goals.destroy_all
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# One trackable goal (has target_date) + one open-ended (no target_date).
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# The trackable one should be the only thing in the denominator;
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# open-ended goals can't be off pace because they have no required pace.
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build_goal(family, "House", target_amount: 1_000_000, target_date: 1.year.from_now)
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build_goal(family, "Emergency", target_amount: 1_000_000, target_date: nil)
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get goals_url
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assert_response :success
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# Expect "0 of 1" — the open-ended goal stays out of the fraction
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# even though it's active.
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assert_match(/0\s*of\s*1/i, response.body)
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assert_match(/without a deadline/i, response.body)
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end
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private
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def build_goal(family, name, target_amount: 1_000_000, target_date: nil)
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g = family.goals.new(name: name, target_amount: target_amount, target_date: target_date, currency: "USD")
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g.goal_accounts.build(account: @depository)
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g.save!
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g
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end
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public
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test "create ignores forbidden params (family_id, state)" do
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family = users(:family_admin).family
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other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
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assert_difference -> { family.goals.count }, 1 do
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post goals_url, params: {
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goal: {
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name: "Hijack target",
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target_amount: 100,
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currency: "USD",
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state: "archived",
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family_id: other_family.id,
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account_ids: [ @depository.id ]
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}
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}
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end
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goal = family.goals.order(:created_at).last
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# Strong params must strip both `state` (AASM-managed) and `family_id`
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# (cross-family pivot) — otherwise a crafted POST would create rows
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# outside the current family or skip the active-state assumption.
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assert_equal "active", goal.state
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assert_equal family.id, goal.family_id
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end
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test "another family's goal returns 404" do
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other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
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other_account = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
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other_goal = other_family.goals.new(name: "Foreign goal", target_amount: 100, currency: "USD")
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other_goal.goal_accounts.build(account: other_account)
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other_goal.save!
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get goal_url(other_goal)
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assert_redirected_to goals_path
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assert_equal I18n.t("goals.errors.not_found"), flash[:alert]
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end
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end
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