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User-facing rename + structural rename. Feature is now called just "Goals" everywhere — page title, sidebar nav, modal headings, flash messages, AI assistant tool. Code identifiers follow: - Models: SavingsGoal → Goal, SavingsContribution → GoalContribution, SavingsGoalAccount → GoalAccount. - Tables: savings_goals → goals, savings_contributions → goal_contributions, savings_goal_accounts → goal_accounts. FK columns savings_goal_id → goal_id. New migration db/migrate/20260511100003_rename_savings_to_goals.rb uses rename_table + rename_column; PG handles index renaming and FK redirection automatically. - Controllers: SavingsGoalsController → GoalsController, SavingsContributionsController → GoalContributionsController. - Routes: /savings_goals → /goals, nested /goals/:id/contributions (resource name shifts; old route name aliases dropped). - ViewComponent namespace: Savings::* → Goals::*. Component class names drop their redundant "Goal" prefix where the namespace already carries it: Savings::GoalCardComponent → Goals::CardComponent, Savings::GoalAvatarComponent → Goals::AvatarComponent. Others keep their names (Goals::ProgressRingComponent, Goals::StatusPillComponent, Goals::AccountStackComponent, Goals::FundingAccountsBreakdownComponent). - Stimulus controllers: savings_goal_* → goal_*, savings_goals_filter → goals_filter. Stimulus identifiers in data-controller / data-* attributes follow. - Locale keys: savings_goals: → goals: (top level), savings_contributions: → goal_contributions: (top level). All t() callers updated. - AI assistant tool: Assistant::Function::CreateSavingsGoal → Assistant::Function::CreateGoal, tool name "create_savings_goal" → "create_goal", description / response text updated. - Sidebar nav label "Savings" → "Goals". Goals/show + index page title "Savings" → "Goals". Empty goals_section heading/subtitle dropped (duplicated the page title post-rename). Original migrations create_savings_goals / create_savings_goal_accounts / create_savings_contributions remain untouched so historical replay still works; the rename migration runs on top.
153 lines
4.6 KiB
Ruby
153 lines
4.6 KiB
Ruby
require "test_helper"
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class GoalTest < ActiveSupport::TestCase
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setup do
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@family = families(:dylan_family)
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@depository = accounts(:depository)
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@connected = accounts(:connected)
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@goal = goals(:vacation_italy)
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end
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test "valid fixture goal saves" do
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assert @goal.valid?
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end
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test "name is required" do
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@goal.name = ""
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assert_not @goal.valid?
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assert_includes @goal.errors[:name], "can't be blank"
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end
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test "target_amount must be positive" do
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@goal.target_amount = 0
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assert_not @goal.valid?
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end
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test "must have at least one linked account on create" do
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new_goal = @family.goals.new(name: "Test", target_amount: 100, currency: "USD")
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assert_not new_goal.valid?
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assert_match(/at least one/i, new_goal.errors[:base].join)
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end
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test "linked accounts must be depository" do
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investment = accounts(:investment)
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new_goal = @family.goals.new(name: "Test", target_amount: 100, currency: "USD")
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new_goal.goal_accounts.build(account: investment)
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assert_not new_goal.valid?
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assert_includes new_goal.errors[:linked_accounts], "All linked accounts must be Depository (checking, savings, HSA, CD, money-market)."
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end
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test "linked accounts must belong to family" 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 = Account.create!(
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family: other_family,
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accountable: Depository.new,
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name: "Foreign",
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currency: "USD",
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balance: 100
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)
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new_goal = @family.goals.new(name: "T", target_amount: 100, currency: "USD")
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new_goal.goal_accounts.build(account: foreign_account)
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assert_not new_goal.valid?
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assert_includes new_goal.errors[:linked_accounts], "Linked accounts must belong to the same family as the goal."
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end
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test "linked accounts must share currency with goal" do
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eur_account = Account.create!(
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family: @family,
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accountable: Depository.new,
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name: "Euro Cash",
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currency: "EUR",
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balance: 100
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)
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new_goal = @family.goals.new(name: "T", target_amount: 100, currency: "USD")
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new_goal.goal_accounts.build(account: eur_account)
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assert_not new_goal.valid?
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assert_includes new_goal.errors[:linked_accounts], "All linked accounts must share the same currency."
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end
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test "currency can't change after contributions exist" do
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assert @goal.goal_contributions.exists?
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@goal.currency = "EUR"
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assert_not @goal.valid?
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assert_includes @goal.errors[:currency], "Can't change the currency after a goal has contributions."
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end
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test "current_balance sums contributions" do
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expected = @goal.goal_contributions.sum(:amount)
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assert_equal expected, @goal.current_balance
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end
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test "with_current_balance scope precomputes balance" do
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loaded = @family.goals.with_current_balance.find(@goal.id)
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expected = @goal.goal_contributions.sum(:amount)
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assert_equal expected.to_f, loaded.current_balance.to_f
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end
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test "progress_percent caps at 100" do
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@goal.target_amount = 1
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assert_equal 100, @goal.progress_percent
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end
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test "progress_percent is 0 for empty active goal" do
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fresh = goals(:car_paydown)
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fresh.target_amount = 10000
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assert_equal 0, fresh.progress_percent
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end
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test "remaining_amount is non-negative" do
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@goal.target_amount = 1
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assert_equal 0, @goal.remaining_amount
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end
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test "AASM transitions" do
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fresh = goals(:emergency_fund)
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assert fresh.active?
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fresh.pause!
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assert fresh.paused?
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fresh.resume!
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assert fresh.active?
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fresh.complete!
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assert fresh.completed?
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fresh.archive!
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assert fresh.archived?
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fresh.unarchive!
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assert fresh.active?
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end
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test "status: reached when balance >= target" do
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@goal.target_amount = 1
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assert_equal :reached, @goal.status
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end
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test "status: no_target_date when target_date is nil" do
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@goal.target_date = nil
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@goal.target_amount = 10_000
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assert_equal :no_target_date, @goal.status
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end
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test "display_status returns :archived for archived goal regardless of progress" do
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@goal.save!
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@goal.archive!
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assert_equal :archived, @goal.display_status
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end
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test "display_status returns :paused for paused goal regardless of progress" do
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@goal.save!
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@goal.pause!
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assert_equal :paused, @goal.display_status
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end
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test "display_status falls through to status for active goals" do
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@goal.target_amount = 1
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assert_equal :reached, @goal.display_status
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end
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test "advisory_lock_key_for is stable per family" do
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k1 = Goal.advisory_lock_key_for(@family.id)
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k2 = Goal.advisory_lock_key_for(@family.id)
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assert_equal k1, k2
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assert_kind_of Integer, k1
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end
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end
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