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* feat(goals): surface money that left a goal's accounts unexplained Goals never read transactions. `current_balance` is a stock summed from account balances, so an outflow reaches a goal only as a smaller number, with nothing saying which goal it belonged to. `consume!` closes that gap, but only for a user who thinks to declare it — and the whole difficulty is that they have no reason to think of it. `Goal::WithdrawalDetector` surfaces the outflows nothing has claimed, and the goal page offers them: *if any of this was spent on Trip, say so*. One click records it with the transaction as evidence. This is the pull half of what `GoalPledge` does for money coming in. A pledge asks first and matches later; here there is nothing to promise, so the outflow is surfaced after the fact and attributed — or not. **Anchored on the transaction, not declared.** `consume!` now takes one and stamps `extra["goal"]["consumed_goal_id"]`, the same namespace the pledges write into. That is what makes attribution idempotent: replaying it cannot credit a goal twice for one spend, and the stamp happens inside the consumption's own transaction so a refusal rolls the whole thing back. **Sign matters more than it reads.** In Sure an inflow carries a NEGATIVE amount, so the detector selects the positive side. Reading it the other way round would have offered to attribute the user's deposits as spending, and the mistake would look right in a diff. A test pins it. **A reserve is excluded.** It is drawn down and refilled, not spent, and asking someone to attribute a withdrawal from one invites them to erase the very shortfall it exists to report. Known limitation, unchanged by this: `GoalPledge::Reconciler` only runs on provider imports, never on a hand-entered transaction. This detector reads entries directly and so has no such gap, but the two halves are not symmetric and that is worth knowing. bin/rails test: 7100 runs, 28540 assertions, 0 failures. RuboCop, erb_lint and Brakeman clean. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): only offer an outflow the goal could still have spent Review on #3177. The panel offered outflows for completed and archived goals. Those have handed their accounts back, so a later transaction on one is not evidence about this goal — attributing it writes spending into a history that is already closed. The detector now returns nothing for a released goal; `consume!` refuses these too, but the panel should not ask in the first place. Provisional transactions were offered as well. A pending charge can be reversed or replaced by its posted form, leaving the goal consumed for a transaction that no longer exists while the posted twin arrives unstamped and gets offered again. Filtered through the pending-provider SQL the rest of the app already uses. `thaw_completed_amount!` wiped `consumed_amount` unconditionally, so a goal that recorded a spend and was then archived straight from active lost that history on unarchive — and dropped its progress with it. Restarting is what clears the figure, and a direct archive never closed a lifecycle to restart from. Cleared now only when a frozen figure exists. The attribution button was a hand-rolled `button_to` with raw `btn` classes; it is `DS::Button` now, the same primitive the consumption dialog uses, so the two ways of recording a spend do not read as two features. Carried down from #3176 by rebase: the goal-level lock, the `:not_active` guard, and the success notice, which was blank on this path because the form posts only `transaction_id`. The resolved amount is formatted through `Money` and the account behind an attributed outflow now resolves through `accessible_accounts` like the named one. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): keep a private backing account out of the outflow panel The same leak #3176 closed on the dialog, through a third door. A goal can be backed by an account private to another family member, and the panel listed its outflows — naming the account, what was spent on it and roughly its size to someone with no access to it. `WithdrawalDetector` takes `accounts:` now, and the controller passes the links narrowed to what the viewer may see. It defaults to every linked account for callers with no viewer to speak for. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): use the shared separator key in the outflow panel DS Drift Patrol on #3177. The `·` between an outflow's date and its account was a bare literal. `shared.dot_separator` already exists and is already used three times in the goals views, so this was drift rather than a missing mechanism. Wrapped in `aria-hidden` like the existing uses: the separator is decorative, and a screen reader was reading it out between the two values. 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>
824 lines
30 KiB
Ruby
824 lines
30 KiB
Ruby
require "test_helper"
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class GoalsControllerTest < ActionDispatch::IntegrationTest
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include EntriesTestHelper
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setup do
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@user = users(:family_admin)
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@user.update!(preferences: (@user.preferences || {}).merge("preview_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 preview access" do
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@user.update!(preferences: (@user.preferences || {}).merge("preview_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(/preview/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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# Fresh accounts: the goal fixtures already claim @depository and
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# @connected in full, and GoalAccount refuses a second whole-balance
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# link on a contested account. Blank allocations here keep this test on
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# the default "dedicate the whole balance" path.
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first = unclaimed_account("Holiday Pot")
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second = unclaimed_account("House Pot")
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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: [ first.id, second.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 "new form excludes same-family accounts not shared with the current user" do
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# Regression for #2168: funding-account picker leaked accounts owned by
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# other family members that were never shared with the current user.
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: "USD",
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balance: 100
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)
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get new_goal_url
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assert_response :success
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assert_no_match(/Member Private Checking/, response.body)
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assert_no_match(/goal_account_ids_#{private_account.id}/, response.body)
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end
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# A goal can be backed by an account the viewer is not allowed to see. Both
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# halves of that leak matter: the dialog naming it, and a direct POST moving
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# its earmark — the figures afterwards saying how much was in it.
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test "the consumption dialog does not name a linked account the viewer cannot see" do
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private_account = private_linked_account
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get consume_goal_url(@goal)
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assert_response :success
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assert_no_match(/Member Private Checking/, response.body)
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assert_no_match(/#{private_account.id}/, response.body)
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end
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test "consumption is refused against a linked account the viewer cannot see" do
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private_account = private_linked_account
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link = @goal.goal_accounts.find_by(account_id: private_account.id)
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post consume_goal_url(@goal), params: { amount: "100", account_id: private_account.id }
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assert_redirected_to goal_path(@goal)
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assert_equal 0, @goal.reload.consumed_amount
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assert_equal 500, link.reload.allocated_amount
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end
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# The outflow panel is the third door onto a private backing account: it
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# would list its transactions, naming the account, its spending and roughly
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# its size to someone with no access to it.
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test "the outflow panel does not surface a spend on an account the viewer cannot see" do
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private_account = private_linked_account
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private_account.entries.create!(
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name: "Private Spend", date: Date.current, amount: 400,
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currency: private_account.currency, entryable: Transaction.new
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)
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get goal_url(@goal)
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assert_response :success
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assert_no_match(/Private Spend/, response.body)
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end
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test "create rejects a same-family account not shared with the current user" do
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: "USD",
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balance: 100
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)
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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: "Sneaky goal",
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target_amount: "1000",
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color: "#4da568",
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account_ids: [ private_account.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 preserves a linked account the current user cannot access" do
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# Regression for #2172 review: a family goal can be linked to a private
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# account owned by another member. That account is never rendered in the
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# picker, so its absence from the submitted set must not unlink it.
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: @goal.currency,
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balance: 100
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)
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@goal.goal_accounts.create!(account: private_account)
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patch goal_url(@goal), params: { goal: { account_ids: [ @depository.id ] } }
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assert_redirected_to goal_path(@goal)
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linked = @goal.reload.goal_accounts.pluck(:account_id)
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assert_includes linked, private_account.id, "inaccessible private link must be preserved"
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assert_includes linked, @depository.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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# The reported bug: Delete rendered only when the goal was archived, so an
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# active goal had no delete affordance anywhere in the UI. The kebab is the
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# only route to it, so assert the form is actually in the markup per state —
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# a 200 alone would not have caught the original miss.
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test "show exposes delete for a goal in every state" do
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delete_form = "form[action='#{goal_path(@goal)}'] input[name='_method'][value='delete']"
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%w[active paused completed archived].each do |state|
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@goal.update_column(:state, state)
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get goal_url(@goal)
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assert_response :success
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assert_select delete_form, 1, "no delete affordance on a #{state} goal"
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end
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end
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# A goal whose last funding account is deleted survives with zero links and
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# fails `must_have_at_least_one_linked_account` from then on. Editing is the
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# only way back, so update must validate the accounts the user SUBMITTED,
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# not the stale (empty) set already on the record.
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test "an orphaned goal can be repaired by re-linking an account" do
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orphan = orphaned_goal
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rescue_account = unclaimed_account("Rescue Pot")
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patch goal_url(orphan), params: {
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goal: { name: orphan.name, target_amount: orphan.target_amount, account_ids: [ rescue_account.id ] }
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}
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assert_redirected_to goal_path(orphan)
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assert_equal [ rescue_account.id ], orphan.reload.goal_accounts.pluck(:account_id)
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assert orphan.valid?
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end
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# AASM's bang event returns false rather than raising when the post-transition
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# save fails validation. The controller used to discard that, flashing
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# "Goal archived." while the state never moved.
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test "a transition that fails validation reports the error, not success" do
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orphan = orphaned_goal
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patch archive_goal_url(orphan)
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assert_redirected_to goal_path(orphan)
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assert_nil flash[:notice]
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assert_match(/at least one account/i, flash[:alert])
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assert_equal "active", orphan.reload.state
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end
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test "destroy deletes an active goal and cascades to its links and pledges" do
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assert_difference -> { Goal.count } => -1,
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-> { GoalAccount.count } => -2,
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-> { GoalPledge.count } => -2 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 "destroy deletes an archived goal" 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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# The one thing a goal delete reaches outside its own tables: a matched
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# pledge stamps `extra["goal"]["pledge_id"]` onto the transaction it claimed,
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# and GoalPledge#clear_matched_transaction_extra must unstamp it on the way
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# out. The transaction itself must survive untouched.
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test "destroy unstamps the transaction a matched pledge claimed" do
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txn = create_transaction(account: @connected, amount: -300).entryable
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pledge = goal_pledges(:matched_transfer)
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txn.update!(extra: { "goal" => { "pledge_id" => pledge.id } })
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pledge.update_column(:matched_transaction_id, txn.id)
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delete goal_url(@goal)
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assert_redirected_to goals_path
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assert Transaction.exists?(txn.id), "deleting a goal must not delete the transaction"
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assert_nil txn.reload.extra.dig("goal", "pledge_id")
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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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# The form reads its ticks from a separate local, not from the built links,
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# so a failed create rendered every account unchecked while the amounts the
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# user typed survived — an error telling them to enter an amount, on a form
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# whose accounts had silently cleared.
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test "a rejected creation keeps the accounts the user ticked" do
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account = Account.create!(
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family: @user.family, accountable: Depository.new,
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name: "Contested Pot", currency: @user.family.currency, balance: 3_000
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)
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holder = @user.family.goals.create!(name: "Holder", target_amount: 5_000, currency: @user.family.currency) do |g|
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g.goal_accounts.build(account: account)
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end
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assert holder.persisted?
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post goals_url, params: {
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goal: {
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name: "Second claim", target_amount: 5_000,
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account_ids: [ account.id ], allocations: { account.id.to_s => "" }
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}
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}
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assert_response :unprocessable_entity
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assert_select "input[type=checkbox][name='goal[account_ids][]'][value=?][checked]", account.id
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end
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# --- Lot B2: closing a reached goal ---
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# The panel used to say "Goal closed at ..." for a goal that was merely at
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# 100%, and offer Archive — the gesture that does NOT release the money.
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test "a one_off goal at 100 percent is offered closing, not archiving" do
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goal = fully_funded_goal
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get goal_url(goal)
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assert_response :success
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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
|
|
|
|
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
|
|
|
|
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
|