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sure/test/controllers/transactions/categorizes_controller_test.rb
T
GFRandGerald 4f14bc7859 feat(transactions): cascade parent/subcategory checkboxes in the category filter (#3356)
* feat(transactions): cascade parent/subcategory checkboxes in the category filter

Checking a parent category in the transaction filter sidebar now auto-checks
its subcategories, and vice versa. Unchecking a single subcategory also
unchecks the parent so the submitted filter never silently includes a
category the user just deselected — Transaction::Search#apply_category_filter
includes every subcategory whenever a parent name is present, with no way to
exclude one individually, so the parent checkbox must reflect exactly what
gets submitted.

Also fixes the "swipe-to-categorize" pill picker (transactions/categorizes/show.html.erb),
which was still a flat alphabetical list with no parent/child indication —
now grouped and labeled consistently with the rest of the app (PR #2845, #3292).

Adds an :indeterminate style for .checkbox--light (only .checkbox--dark had one).

Closes discussion #3149.

This code was written by Claude Code (Anthropic).

* fix(transactions): preserve parent-only category filters on reopen

connect() derived each checkbox's parent/child state independently from
server-rendered checked attributes, so a parent-only filter (e.g. an
incoming link naming only the parent category) rendered the parent
checked with its children unchecked — syncParentState() then read that
as "some children unchecked" and cleared the parent, silently dropping
the filter on the next Apply. Cascade checked parents to their children
before deriving parent state so the picker matches the active query.

Also makes the internal helper methods private per review feedback.

* fix(transactions): eager-load category parent, fix categorize-pill filter text

Addresses PR #3356 review from jjmata:
- Current.family.categories.alphabetically caused an N+1 (SELECT per
  parent) via display_name_with_parent in the categorize-wizard pill
  loop. Added .includes(:parent) at all three call sites.
- data-filter-name still used the bare category name while the pill
  label showed "Parent > Child" for subcategories, so searching by the
  visible parent prefix found nothing. Both now share one computed
  label.

---------

Co-authored-by: Gerald <248542187+gfr-free@users.noreply.github.com>
2026-09-04 20:55:42 +02:00

324 lines
11 KiB
Ruby

require "test_helper"
class Transactions::CategorizesControllerTest < ActionDispatch::IntegrationTest
include EntriesTestHelper
setup do
sign_in @user = users(:family_admin)
@family = @user.family
@account = accounts(:depository)
@category = categories(:food_and_drink)
# Clear entries for isolation
@family.accounts.each { |a| a.entries.delete_all }
end
# GET /transactions/categorize
test "show redirects with notice when nothing to categorize" do
get transactions_categorize_url
assert_redirected_to transactions_url
assert_match "categorized", flash[:notice]
end
test "show renders wizard when uncategorized transactions exist" do
create_transaction(account: @account, name: "Starbucks")
get transactions_categorize_url
assert_response :success
end
test "show groups subcategories immediately after their parent in the category select" do
create_transaction(account: @account, name: "Starbucks")
get transactions_categorize_url
assert_response :success
doc = Nokogiri::HTML::Document.parse(response.body)
option_values = doc.css("select[name='category_id'] option").map { |node| node["value"] }
parent_index = option_values.index(categories(:food_and_drink).id)
child_index = option_values.index(categories(:subcategory).id)
assert_not_nil parent_index
assert_not_nil child_index
assert_equal parent_index + 1, child_index
end
test "show groups subcategories immediately after their parent in the category pills" do
create_transaction(account: @account, name: "Starbucks")
get transactions_categorize_url
assert_response :success
doc = Nokogiri::HTML::Document.parse(response.body)
pill_values = doc.css("button[name='category_id']").map { |node| node["value"] }
parent_index = pill_values.index(categories(:food_and_drink).id)
child_index = pill_values.index(categories(:subcategory).id)
assert_not_nil parent_index
assert_not_nil child_index
assert_equal parent_index + 1, child_index
child_pill = doc.css("button[name='category_id'][value='#{categories(:subcategory).id}']").first
assert_includes child_pill.text, categories(:subcategory).display_name_with_parent
end
test "show renders full dates so multi-year lists are unambiguous" do
create_transaction(account: @account, name: "Starbucks", date: Date.new(2024, 7, 8))
get transactions_categorize_url
assert_response :success
# format_date uses the family's date_format preference, every variant of
# which includes the year; the previous :short format ("%b %d") did not,
# making rows ambiguous when the uncategorized list spans years.
expected = Date.new(2024, 7, 8).strftime(@family.date_format)
assert_match expected, response.body
end
test "show renders the first group at position 0" do
2.times { create_transaction(account: @account, name: "Netflix") }
3.times { create_transaction(account: @account, name: "Starbucks") }
get transactions_categorize_url(position: 0)
assert_response :success
assert_select "h2", text: "Starbucks"
end
test "show at position 1 skips first group" do
3.times { create_transaction(account: @account, name: "Starbucks") }
2.times { create_transaction(account: @account, name: "Netflix") }
get transactions_categorize_url(position: 1)
assert_response :success
assert_select "h2", text: "Netflix"
end
test "show redirects when position exceeds available groups" do
create_transaction(account: @account, name: "Starbucks")
get transactions_categorize_url(position: 99)
assert_redirected_to transactions_url
end
test "requires authentication" do
sign_out
get transactions_categorize_url
assert_redirected_to new_session_url
end
# Account sharing authorization
test "show only groups entries from accounts accessible to the user" do
accessible_account = accounts(:depository) # shared with family_member (full_control)
inaccessible_account = accounts(:investment) # not shared with family_member
create_transaction(account: accessible_account, name: "Starbucks")
create_transaction(account: inaccessible_account, name: "Starbucks")
sign_in users(:family_member)
get transactions_categorize_url(position: 0)
assert_response :success
# Only 1 entry should appear in the group — the inaccessible account's entry is hidden
assert_select "input[name='entry_ids[]']", count: 1
end
test "create does not categorize entries from inaccessible accounts" do
inaccessible_account = accounts(:investment) # not shared with family_member
entry = create_transaction(account: inaccessible_account, name: "Starbucks")
sign_in users(:family_member)
post transactions_categorize_url,
params: {
position: 0,
grouping_key: "Starbucks",
entry_ids: [ entry.id ],
all_entry_ids: [ entry.id ],
category_id: @category.id
},
headers: { "Accept" => "text/vnd.turbo-stream.html" }
assert_nil entry.transaction.reload.category
end
test "assign_entry does not categorize an entry from an inaccessible account" do
inaccessible_account = accounts(:investment) # not shared with family_member
entry = create_transaction(account: inaccessible_account, name: "Starbucks")
sign_in users(:family_member)
patch assign_entry_transactions_categorize_url, params: {
entry_id: entry.id,
category_id: @category.id,
position: 0,
all_entry_ids: [ entry.id ]
}
assert_response :not_found
assert_nil entry.transaction.reload.category
end
# GET /transactions/categorize/preview_rule
test "preview_rule returns matching entries for a filter" do
create_transaction(account: @account, name: "Amazon Prime")
create_transaction(account: @account, name: "Amazon Music")
create_transaction(account: @account, name: "Starbucks")
get preview_rule_transactions_categorize_url(filter: "Amazon"),
headers: { "Accept" => "text/vnd.turbo-stream.html" }
assert_response :success
assert_includes response.body, "Amazon Prime"
assert_includes response.body, "Amazon Music"
assert_not_includes response.body, "Starbucks"
end
test "preview_rule returns empty list for blank filter" do
create_transaction(account: @account, name: "Amazon")
get preview_rule_transactions_categorize_url(filter: ""),
headers: { "Accept" => "text/vnd.turbo-stream.html" }
assert_response :success
assert_not_includes response.body, "Amazon"
end
test "preview_rule requires authentication" do
sign_out
get preview_rule_transactions_categorize_url(filter: "Amazon")
assert_redirected_to new_session_url
end
private
def sign_out
# Deleting sessions through the controller de-authenticates the request the
# moment our own session dies, so every later delete in the loop is a
# silent no-op and whichever sessions sort after it survive. The order is
# unspecified, which made every suite that signs out this way flaky.
# Teardown hygiene is not the behavior under test, so destroy directly.
@user.sessions.destroy_all
end
# POST /transactions/categorize
test "create categorizes selected entries and returns redirect stream when all assigned" do
entry = create_transaction(account: @account, name: "Starbucks")
post transactions_categorize_url,
params: {
position: 0,
grouping_key: "Starbucks",
entry_ids: [ entry.id ],
all_entry_ids: [ entry.id ],
category_id: @category.id
},
headers: { "Accept" => "text/vnd.turbo-stream.html" }
assert_response :success
assert_equal @category, entry.transaction.reload.category
assert_includes response.body, "action=\"redirect\""
end
test "create removes assigned rows and replaces remaining when partial assignment" do
entry1 = create_transaction(account: @account, name: "Starbucks")
entry2 = create_transaction(account: @account, name: "Starbucks")
post transactions_categorize_url,
params: {
position: 0,
grouping_key: "Starbucks",
entry_ids: [ entry1.id ],
all_entry_ids: [ entry1.id, entry2.id ],
category_id: @category.id
},
headers: { "Accept" => "text/vnd.turbo-stream.html" }
assert_response :success
assert_equal @category, entry1.transaction.reload.category
assert_nil entry2.transaction.reload.category
# Remove stream for categorized entry
assert_includes response.body, "categorize_entry_#{entry1.id}"
# Replace stream for remaining entry (re-checked)
assert_includes response.body, "categorize_entry_#{entry2.id}"
# No redirect stream — still in the group
assert_not_includes response.body, "action=\"redirect\""
end
test "create with create_rule param creates rule with name and type conditions" do
entry = create_transaction(account: @account, name: "Netflix", amount: 15)
assert_difference "@family.rules.count", 1 do
post transactions_categorize_url,
params: {
position: 0,
grouping_key: "Netflix",
transaction_type: "expense",
entry_ids: [ entry.id ],
all_entry_ids: [ entry.id ],
category_id: @category.id,
create_rule: "1"
},
headers: { "Accept" => "text/vnd.turbo-stream.html" }
end
rule = @family.rules.find_by(name: "Netflix")
assert_not_nil rule
assert rule.active
assert rule.conditions.any? { |c| c.condition_type == "transaction_name" && c.value == "Netflix" }
assert rule.conditions.any? { |c| c.condition_type == "transaction_type" && c.value == "expense" }
end
test "create falls back to html redirect without turbo stream header" do
entry = create_transaction(account: @account, name: "Starbucks")
post transactions_categorize_url, params: {
position: 0,
grouping_key: "Starbucks",
entry_ids: [ entry.id ],
all_entry_ids: [ entry.id ],
category_id: @category.id
}
assert_redirected_to transactions_categorize_url(position: 0)
assert flash[:notice].present?
end
# PATCH /transactions/categorize/assign_entry
test "assign_entry categorizes single entry and returns remove stream" do
entry = create_transaction(account: @account, name: "Starbucks")
other = create_transaction(account: @account, name: "Starbucks")
patch assign_entry_transactions_categorize_url, params: {
entry_id: entry.id,
category_id: @category.id,
position: 0,
all_entry_ids: [ entry.id, other.id ]
}
assert_response :success
assert_equal @category, entry.transaction.reload.category
assert_includes response.body, "categorize_entry_#{entry.id}"
assert_not_includes response.body, "action=\"redirect\""
end
test "assign_entry returns redirect stream when last entry in group" do
entry = create_transaction(account: @account, name: "Starbucks")
patch assign_entry_transactions_categorize_url, params: {
entry_id: entry.id,
category_id: @category.id,
position: 0,
all_entry_ids: [ entry.id ]
}
assert_response :success
assert_includes response.body, "action=\"redirect\""
end
end