Files
sure/test/system/settings_test.rb
ghost e59235fdc5 feat(statements): add account statement vault (#1753)
* feat(statements): add account statement vault

Add web-only statement uploads, account linking, duplicate detection, and per-account coverage/reconciliation checks without mutating transactions. Extend ActiveStorage authorization and targeted tests for family/account scoping.

* fix(statements): return deleted account statements to inbox

Preserve linked statement records when an account is deleted by moving them back to the unmatched inbox, then expand coverage for upload validation, sanitized parser metadata, unavailable reconciliation, and missing-month coverage.

* fix(statements): harden vault upload review flows

Address review and security findings in the statement vault by preserving sanitized parser metadata, failing closed on orphaned statement blobs, avoiding account_id mass assignment permits, and adding regression coverage for link/delete edge cases.

* fix(statements): harden vault upload and access controls

* fix(statements): address vault hardening review

* fix(statements): address vault review feedback

Prioritize SHA-256 duplicate detection while preserving MD5 fallback for legacy rows.

Remove free-form account notes from statement matching, document direct account-destroy unlinking, and add year-selectable historical coverage with muted out-of-range months.

* fix(statements): harden vault review follow-ups

Clarify legacy MD5 checksum use, whitelist statement balance helper dispatch, and preserve sanitized parser metadata.

Hide statement management controls from read-only viewers while keeping server-side authorization unchanged.

* fix(statements): repair settings system coverage

Allow the changelog provider lookup in the self-hosting settings system test, include Statement Vault in settings navigation coverage, and align the feature title casing. Update the devcontainer so ActiveStorage and parallel system tests can run in the documented environment.

* fix(statements): move vault beside accounts

Place Statement Vault with account settings instead of between Imports and Exports. Keep settings footer ordering and system navigation coverage aligned, including the non-admin visibility guard.

* fix(statements): address vault review cleanup

Resolve CodeRabbit review feedback for statement upload validation, duplicate race handling, account statement matching semantics, metadata detection, ActiveStorage authorization tests, and small UI/style cleanups.

* fix(statements): address vault cleanup review

* fix(statements): deduplicate vault style helpers

* fix(statements): close vault review follow-ups

* fix(statements): refresh schema after upstream rebase

* fix(statements): process vault uploads sequentially

* fix(statements): close vault review follow-ups

* fix(statements): scope vault index to accessible accounts

* fix(statements): harden statement vault readiness

Squash the statement vault migration hardening into the feature migration, tighten Active Storage authorization edge cases, bound CSV metadata detection, and add real PDF fixture coverage for stored statements.

Validation: targeted statement/auth/controller/provider tests, full Rails suite, system tests, RuboCop, Biome, Brakeman, Zeitwerk, importmap audit, npm audit, ERB lint, CodeRabbit, and Codex Security all passed locally.

* fix(statements): close vault review follow-ups

Move statement unlinking to after account destroy commit, keep Kraken account creation on the shared crypto helper, and add statement metadata length limits with DB checks.

Validation: fresh devcontainer with fresh DB via db:prepare, focused account/statement/Kraken/Binance tests, RuboCop, Brakeman, Zeitwerk, git diff --check, CodeRabbit, and Codex Security passed before commit.

* fix(statements): address vault scan follow-ups

Move statement tab data setup out of the ERB partial, harden reconciliation labels and coverage initialization, and tighten statement schema constraints.

Validation: CodeRabbit and Codex Security reviewed the current PR diff; Rails focused tests, full Rails tests, system tests, RuboCop, Brakeman, Zeitwerk, ERB lint, npm lint, importmap audit, npm audit, and git diff --check passed.

* fix(statements): defer vault tab loading

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-13 21:05:11 +02:00

112 lines
4.3 KiB
Ruby

require "application_system_test_case"
class SettingsTest < ApplicationSystemTestCase
setup do
sign_in @user = users(:family_admin)
# Base settings available to all users
@settings_links = [
[ "Accounts", accounts_path ]
]
@settings_links << [ "Bank sync", settings_providers_path ] if @user.admin?
@settings_links += [
[ "Preferences", settings_preferences_path ],
[ "Profile Info", settings_profile_path ],
[ "Security", settings_security_path ],
[ "Categories", categories_path ],
[ "Tags", tags_path ],
[ "Rules", rules_path ],
[ "Merchants", family_merchants_path ],
[ "Guides", settings_guides_path ],
[ "What's new", changelog_path ],
[ "Feedback", feedback_path ]
]
# Add admin settings if user is admin
if @user.admin?
merchants_index = @settings_links.index([ "Merchants", family_merchants_path ])
@settings_links.insert(merchants_index + 1, [ "Statement Vault", account_statements_path ])
@settings_links += [
[ "AI Prompts", settings_ai_prompts_path ],
[ "API Key", settings_api_key_path ]
]
end
end
test "can access settings from sidebar" do
VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
open_settings_from_sidebar
assert_selector "h1", text: "Accounts"
assert_current_path accounts_path, ignore_query: true
@settings_links.each do |name, path|
click_link name, match: :first
assert_selector "h1", text: name
assert_current_path path
end
end
end
test "can update self hosting settings" do
sign_in users(:sure_support_staff)
Rails.application.config.app_mode.stubs(:self_hosted?).returns(true)
Provider::Registry.stubs(:get_provider).with(:twelve_data).returns(nil)
Provider::Registry.stubs(:get_provider).with(:yahoo_finance).returns(nil)
Provider::Registry.stubs(:get_provider).with(:github).returns(stub(fetch_latest_release_notes: nil))
open_settings_from_sidebar
assert_selector "li", text: "Self-Hosting"
click_link "Self-Hosting", match: :first
assert_current_path settings_hosting_path
assert_selector "h1", text: "Self-Hosting"
find("select#setting_onboarding_state").select("Invite-only")
within("select#setting_onboarding_state") do
assert_selector "option[selected]", text: "Invite-only"
end
click_button "Generate new code"
assert_selector 'span[data-clipboard-target="source"]', visible: true, count: 1 # invite code copy widget
copy_button = find('button[data-action="clipboard#copy"]', match: :first) # Find the first copy button (adjust if needed)
page.execute_script("Object.defineProperty(navigator, 'clipboard', { value: { writeText: () => Promise.resolve() }, writable: true, configurable: true })") # Mock clipboard API due to browser security restrictions in tests
copy_button.click
assert_selector 'span[data-clipboard-target="iconSuccess"]', visible: true, count: 1 # text copied and icon changed to checkmark
end
test "does not show payment link if self hosting" do
Rails.application.config.app_mode.stubs(:self_hosted?).returns(true)
open_settings_from_sidebar
assert_no_selector "li", text: I18n.t("settings.settings_nav.payment_label")
end
test "does not show admin settings to non-admin users" do
VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
# Visit accounts path directly as non-admin user to avoid user menu issues
visit new_session_path
within %(form[action='#{sessions_path}']) do
fill_in "Email", with: users(:family_member).email
fill_in "Password", with: user_password_test
click_on "Log in"
end
# Go directly to accounts (settings) page
visit accounts_path
# Assert that admin-only settings are not present in the navigation
assert_no_selector "li", text: "AI Prompts"
assert_no_selector "li", text: "API Key"
assert_no_selector "li", text: "Bank sync"
assert_no_selector "li", text: "Statement Vault"
end
end
private
def open_settings_from_sidebar
user_menu = find("div[data-testid=user-menu]", match: :first, visible: :visible)
within user_menu do
find("[data-DS--menu-target='button']", match: :first).click
click_link "Settings", match: :first
end
end
end