Files
sure/test/controllers/goals_controller_test.rb
T
b6029c1e28 feat(goals): show what each account still has room to earmark (#3166)
* feat(goals): show what each account still has room to earmark

`Account#free_to_earmark` has existed, unused, since earmarks shipped —
its own comment said the UI was a follow-up. This is that follow-up, and
the wording is the substance of it.

It does not say "over-allocated". `free_to_earmark` is negative for as
long as the saving is unfinished, which is the normal condition of anyone
with goals in progress: a 6,000 account backing two goals of 5,000 gives
−4,000 and is a perfectly correct setup. A warning phrased as a fault
would fire permanently and teach people to ignore it. The message states
the consequence instead — the goals come to X for a balance of Y, so they
progress pro rata — and is never styled as an error.

The trap is the goal being edited. `goal_earmarked_total` counts every
goal including that one, so reopening a goal that earmarks 5,000 on a
6,000 account shows 1,000 of headroom, and re-entering the same 5,000
trips a message about a setup the user has not touched.
`earmarked_by_other_goals` excludes it, and only when it is persisted —
a goal being created has nothing to exclude.

The pool is read once per render and passed down, never per account: the
form lists every fundable account the user can see. A test counts the
query and fails at two.

The Stimulus controller is its own, with 3 targets. goal_form_controller
is at 10 against the 7 the project guidelines suggest, needs none of this
state, and is untouched.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DJ1npaGEHr6t2HW1rYZdt4

* fix(goals): read the typed amount strictly, and format it in the app's locale

Addresses review feedback on #3166.

`Number.parseFloat` accepts prefixes, so "500abc" became 500, and the bare
comma-to-dot swap turned a thousands-separated "1,500" into 1.5. Either way the
preview described an amount the user had not typed — and the second case is a
habit from another locale, not a typo, so it would have gone unnoticed. The
value now has to match a complete number before anything is computed.

`Intl.NumberFormat(undefined, ...)` let the BROWSER pick the locale, so a
French user on an English-locale browser read separators and symbol placement
matching nothing else on the page. The amounts cannot be formatted server-side
— they change with every keystroke — so the server passes `I18n.locale` and the
client applies it. That puts the decision where the rest of the app's
formatting already lives.

bin/rails test: 6954 runs, 0 failures. RuboCop, erb_lint and biome clean.

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

* fix(goals): let the assistant create a second goal on a claimed account

Review on #3166. The function always built whole-account links and had no
way to express an earmark, so once exclusivity landed, asking for a second
goal on an account another goal already claimed came back as a bare
`validation_failed` — while the account list still advertised the account
as available. A common request became an unexplained refusal.

Three changes, and the list is the important one: it now says what is left
on each account and which are claimed in full, because the assistant
reasons from that list and had no way to know otherwise.

`earmarks` is an optional map of account name to amount, so the assistant
can reserve a slice rather than the whole balance. Accounts left out keep
the previous behaviour and take whatever is spare.

The refusal is named before the save — `account_claimed_in_full`, with the
account names — so the assistant gets a reason it can act on and ask about,
rather than a validation message it can only relay. Checked after the
currency check, which is the more fundamental of the two.

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

* test(goals): move the spend tests back out of the private section

The merge of `main` into this branch landed #3176's tests between
`count_pool_queries` and the helpers below it, inside the `private`
section and at the wrong indentation. `ci / lint` has been failing on
`Layout/IndentationConsistency` since.

They still ran — `test` is a class method, so `private` does not hide them
— which is why the unit job stayed green while lint went red.

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

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-08-26 21:12:06 +02:00

756 lines
28 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
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
private
# 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
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
# 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