Files
sure/test/controllers/transfers_controller_test.rb
T
William Wei MingandCursor 35c0b08f11 Add tags support for transfer transactions (#2921)
* Add tags support for transfer transactions

Expose TagSelect on transfer create/edit so users can classify
fund movements; apply the same family-scoped tags to both sides.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Require annotate permission on both transfer sides for tags

Prevent tagging a read-only destination transaction when the user
only has write access on the outflow account.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Restore transfer tag selections on create form errors

* Localize transfer create validation error messages

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-05 19:47:34 +02:00

439 lines
14 KiB
Ruby

require "test_helper"
class TransfersControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
end
test "should get new" do
get new_transfer_url
assert_response :success
end
test "can create transfers" do
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
name: "Test Transfer"
}
}
assert_enqueued_with job: SyncJob
end
end
test "can create transfer with custom exchange rate" do
usd_account = accounts(:depository)
eur_account = users(:family_admin).family.accounts.create!(
name: "EUR Account",
balance: 1000,
currency: "EUR",
accountable: Depository.new
)
assert_equal "USD", usd_account.currency
assert_equal "EUR", eur_account.currency
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: usd_account.id,
to_account_id: eur_account.id,
date: Date.current,
amount: 100,
exchange_rate: 0.92
}
}
end
transfer = Transfer.where(
"outflow_transaction_id IN (?) AND inflow_transaction_id IN (?)",
usd_account.transactions.pluck(:id),
eur_account.transactions.pluck(:id)
).last
assert_not_nil transfer
assert_equal "USD", transfer.outflow_transaction.entry.currency
assert_equal "EUR", transfer.inflow_transaction.entry.currency
assert_equal 100, transfer.outflow_transaction.entry.amount
assert_in_delta(-92, transfer.inflow_transaction.entry.amount, 0.01)
end
test "exchange_rate endpoint returns 400 when from currency is missing" do
get exchange_rate_url, params: {
to: "USD"
}
assert_response :bad_request
json_response = JSON.parse(response.body)
assert_equal "from and to currencies are required", json_response["error"]
end
test "exchange_rate endpoint returns 400 when to currency is missing" do
get exchange_rate_url, params: {
from: "EUR"
}
assert_response :bad_request
json_response = JSON.parse(response.body)
assert_equal "from and to currencies are required", json_response["error"]
end
test "exchange_rate endpoint returns 400 on invalid date format" do
get exchange_rate_url, params: {
from: "EUR",
to: "USD",
date: "not-a-date"
}
assert_response :bad_request
json_response = JSON.parse(response.body)
assert_equal "Invalid date format", json_response["error"]
end
test "exchange_rate endpoint returns rate for different currencies" do
ExchangeRate.expects(:find_or_fetch_rate)
.with(from: "USD", to: "EUR", date: Date.current)
.returns(OpenStruct.new(rate: 0.92))
get exchange_rate_url, params: {
from: "USD",
to: "EUR",
date: Date.current.to_s
}
assert_response :success
json_response = JSON.parse(response.body)
assert_equal 0.92, json_response["rate"]
end
test "exchange_rate endpoint returns error when exchange rate unavailable" do
ExchangeRate.expects(:find_or_fetch_rate)
.with(from: "USD", to: "EUR", date: Date.current)
.returns(nil)
get exchange_rate_url, params: {
from: "USD",
to: "EUR",
date: Date.current.to_s
}
assert_response :not_found
json_response = JSON.parse(response.body)
assert_equal "Exchange rate not found", json_response["error"]
end
test "cannot create transfer when exchange rate unavailable and no custom rate provided" do
usd_account = accounts(:depository)
eur_account = users(:family_admin).family.accounts.create!(
name: "EUR Account",
balance: 1000,
currency: "EUR",
accountable: Depository.new
)
ExchangeRate.stubs(:find_or_fetch_rate).returns(nil)
assert_no_difference "Transfer.count" do
post transfers_url, params: {
transfer: {
from_account_id: usd_account.id,
to_account_id: eur_account.id,
date: Date.current,
amount: 100
}
}
end
assert_response :unprocessable_entity
end
test "can create transfer with source fee" do
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
source_fee_amount: 3
}
}
end
transfer = Transfer.order(created_at: :desc).first
assert_equal 100, transfer.amount
assert_equal 3, transfer.derived_source_fee_amount
assert_equal 0, transfer.derived_destination_fee_amount
# Outflow should be principal only (no fee baked in)
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
assert_equal(-100, transfer.inflow_transaction.entry.amount)
# Fee transaction should be created
assert_equal 1, transfer.fee_transactions.count
fee_tx = transfer.fee_transactions.first
assert_equal "standard", fee_tx.kind
assert_equal 3, fee_tx.entry.amount
assert_equal accounts(:depository).id, fee_tx.entry.account_id
assert transfer.has_source_fee?
assert_not transfer.has_destination_fee?
end
test "can create transfer with destination fee" do
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
destination_fee_amount: 3
}
}
end
transfer = Transfer.order(created_at: :desc).first
assert_equal 100, transfer.amount
assert_equal 0, transfer.derived_source_fee_amount
assert_equal 3, transfer.derived_destination_fee_amount
# Outflow should be principal only
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
assert_equal(-100, transfer.inflow_transaction.entry.amount)
# Fee transaction should be created
assert_equal 1, transfer.fee_transactions.count
fee_tx = transfer.fee_transactions.first
assert_equal "standard", fee_tx.kind
assert_equal 3, fee_tx.entry.amount
assert_equal accounts(:credit_card).id, fee_tx.entry.account_id
assert_not transfer.has_source_fee?
assert transfer.has_destination_fee?
end
test "can create transfer with both source and destination fees" do
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
source_fee_amount: 2,
destination_fee_amount: 3
}
}
end
transfer = Transfer.order(created_at: :desc).first
assert_equal 100, transfer.amount
assert_equal 2, transfer.derived_source_fee_amount
assert_equal 3, transfer.derived_destination_fee_amount
# Outflow should be principal only
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
assert_equal(-100, transfer.inflow_transaction.entry.amount)
# Two fee transactions should be created
assert_equal 2, transfer.fee_transactions.count
source_fee_tx = transfer.fee_transactions.find { |t| t.entry.account_id == accounts(:depository).id }
dest_fee_tx = transfer.fee_transactions.find { |t| t.entry.account_id == accounts(:credit_card).id }
assert_equal 2, source_fee_tx.entry.amount
assert_equal 3, dest_fee_tx.entry.amount
assert transfer.has_fees?
end
test "derived fee methods reflect fee transaction entry edits" do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
source_fee_amount: 3
}
}
transfer = Transfer.order(created_at: :desc).first
assert_equal 3, transfer.derived_source_fee_amount
# Simulate an independent edit of the fee transaction entry
fee_tx = transfer.fee_transactions.first
fee_tx.entry.update!(amount: 5)
# Derived fee should reflect the updated entry
transfer.reload
assert_equal 5, transfer.derived_source_fee_amount
assert transfer.has_source_fee?
end
test "exchange_rate endpoint returns same_currency for matching currencies" do
get exchange_rate_url, params: {
from: "USD",
to: "USD"
}
assert_response :success
json_response = JSON.parse(response.body)
assert_equal true, json_response["same_currency"]
assert_equal 1.0, json_response["rate"]
end
test "soft deletes transfer" do
assert_difference -> { Transfer.count }, -1 do
delete transfer_url(transfers(:one))
end
end
test "can create transfer with tags on both sides" do
tag = tags(:one)
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
tag_ids: [ tag.id ]
}
}
end
transfer = Transfer.order(:created_at).last
assert_equal [ tag.id ], transfer.outflow_transaction.tag_ids
assert_equal [ tag.id ], transfer.inflow_transaction.tag_ids
end
test "can update transfer tags on both sides" do
transfer = transfers(:one)
tag = tags(:one)
patch tags_transfer_url(transfer), params: { tag_ids: [ tag.id ] }, as: :json
assert_response :success
assert_equal [ tag.id ], transfer.outflow_transaction.reload.tag_ids
assert_equal [ tag.id ], transfer.inflow_transaction.reload.tag_ids
assert_equal [ tag.id ], JSON.parse(response.body)["tag_ids"]
end
test "update transfer tags ignores tags from other families" do
transfer = transfers(:one)
family_tag = tags(:one)
other_family = Family.create!(name: "Other Family", currency: "USD")
other_tag = other_family.tags.create!(name: "Foreign")
patch tags_transfer_url(transfer), params: {
tag_ids: [ family_tag.id, other_tag.id ]
}, as: :json
assert_response :success
assert_equal [ family_tag.id ], transfer.outflow_transaction.reload.tag_ids
assert_equal [ family_tag.id ], transfer.inflow_transaction.reload.tag_ids
end
test "can clear transfer tags" do
transfer = transfers(:one)
tag = tags(:one)
transfer.outflow_transaction.update!(tag_ids: [ tag.id ])
transfer.inflow_transaction.update!(tag_ids: [ tag.id ])
patch tags_transfer_url(transfer), params: { tag_ids: [] }, as: :json
assert_response :success
assert_empty transfer.outflow_transaction.reload.tag_ids
assert_empty transfer.inflow_transaction.reload.tag_ids
end
test "update tags requires annotate permission on both transfer sides" do
# family_member: full_control on depository (outflow), read_only on credit_card (inflow)
sign_in users(:family_member)
transfer = transfers(:one)
tag = tags(:one)
original_outflow_tags = transfer.outflow_transaction.tag_ids
original_inflow_tags = transfer.inflow_transaction.tag_ids
patch tags_transfer_url(transfer), params: { tag_ids: [ tag.id ] }, as: :json
assert_response :forbidden
assert_equal I18n.t("accounts.not_authorized"), JSON.parse(response.body)["error"]
assert_equal original_outflow_tags, transfer.outflow_transaction.reload.tag_ids
assert_equal original_inflow_tags, transfer.inflow_transaction.reload.tag_ids
end
test "can add notes to transfer" do
transfer = transfers(:one)
assert_nil transfer.notes
patch transfer_url(transfer), params: { transfer: { notes: "Test notes" } }
assert_redirected_to transactions_url
assert_equal "Transfer updated", flash[:notice]
assert_equal "Test notes", transfer.reload.notes
end
test "handles rejection without FrozenError" do
transfer = transfers(:one)
assert_difference "Transfer.count", -1 do
patch transfer_url(transfer), params: {
transfer: {
status: "rejected"
}
}
end
assert_redirected_to transactions_url
assert_equal "Transfer updated", flash[:notice]
# Verify the transfer was actually destroyed
assert_raises(ActiveRecord::RecordNotFound) do
transfer.reload
end
end
test "mark_as_recurring creates a recurring transfer" do
transfer = transfers(:one)
family = users(:family_admin).family
family.recurring_transactions.destroy_all
assert_difference -> { RecurringTransaction.where(family: family).count }, +1 do
post mark_as_recurring_transfer_url(transfer)
end
rt = RecurringTransaction.where(family: family).last
assert rt.transfer?
assert_equal transfer.outflow_transaction.entry.account, rt.account
assert_equal transfer.inflow_transaction.entry.account, rt.destination_account
assert rt.manual?
assert_equal I18n.t("recurring_transactions.transfer_marked_as_recurring"), flash[:notice]
assert_redirected_to transactions_path
end
test "mark_as_recurring is idempotent: second call flashes already-exists" do
transfer = transfers(:one)
family = users(:family_admin).family
family.recurring_transactions.destroy_all
post mark_as_recurring_transfer_url(transfer)
assert_equal I18n.t("recurring_transactions.transfer_marked_as_recurring"), flash[:notice]
assert_no_difference -> { RecurringTransaction.where(family: family).count } do
post mark_as_recurring_transfer_url(transfer)
end
assert_equal I18n.t("recurring_transactions.transfer_already_exists"), flash[:alert]
end
test "mark_as_recurring is rejected when recurring_transactions_disabled" do
transfer = transfers(:one)
family = users(:family_admin).family
family.update!(recurring_transactions_disabled: true)
family.recurring_transactions.destroy_all
assert_no_difference -> { RecurringTransaction.where(family: family).count } do
post mark_as_recurring_transfer_url(transfer)
end
assert_equal I18n.t("recurring_transactions.transfer_feature_disabled"), flash[:alert]
end
end