Files
sure/test/models/budget_category_test.rb
Juan Manuel Reyes e66f9543f2 Fix uncategorized budget category showing incorrect available_to_spend (#1117)
The `subcategories` method queries `WHERE parent_id = category.id`, but
for the synthetic uncategorized budget category, `category.id` is nil.
This caused `WHERE parent_id IS NULL` to match ALL top-level categories,
making them appear as subcategories of uncategorized. This inflated
actual_spending and produced a large negative available_to_spend.

Add a nil guard on category.id to return an empty relation for synthetic
categories.

Fixes #819

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 11:02:19 +01:00

189 lines
6.7 KiB
Ruby

require "test_helper"
class BudgetCategoryTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
@budget = budgets(:one)
# Create parent category with unique name
@parent_category = Category.create!(
name: "Test Food & Groceries #{Time.now.to_f}",
family: @family,
color: "#4da568",
lucide_icon: "utensils",
classification: "expense"
)
# Create subcategories with unique names
@subcategory_with_limit = Category.create!(
name: "Test Restaurants #{Time.now.to_f}",
parent: @parent_category,
family: @family,
classification: "expense"
)
@subcategory_inheriting = Category.create!(
name: "Test Groceries #{Time.now.to_f}",
parent: @parent_category,
family: @family,
classification: "expense"
)
# Create budget categories
@parent_budget_category = BudgetCategory.create!(
budget: @budget,
category: @parent_category,
budgeted_spending: 1000,
currency: "USD"
)
@subcategory_with_limit_bc = BudgetCategory.create!(
budget: @budget,
category: @subcategory_with_limit,
budgeted_spending: 300,
currency: "USD"
)
@subcategory_inheriting_bc = BudgetCategory.create!(
budget: @budget,
category: @subcategory_inheriting,
budgeted_spending: 0, # Inherits from parent
currency: "USD"
)
end
test "subcategory with zero budget inherits from parent" do
assert @subcategory_inheriting_bc.inherits_parent_budget?
refute @subcategory_with_limit_bc.inherits_parent_budget?
refute @parent_budget_category.inherits_parent_budget?
end
test "parent_budget_category returns parent for subcategories" do
assert_equal @parent_budget_category, @subcategory_inheriting_bc.parent_budget_category
assert_equal @parent_budget_category, @subcategory_with_limit_bc.parent_budget_category
assert_nil @parent_budget_category.parent_budget_category
end
test "display_budgeted_spending shows parent budget for inheriting subcategories" do
assert_equal 1000, @subcategory_inheriting_bc.display_budgeted_spending
assert_equal 300, @subcategory_with_limit_bc.display_budgeted_spending
assert_equal 1000, @parent_budget_category.display_budgeted_spending
end
test "inheriting subcategory shares parent available_to_spend" do
# Mock the actual spending values
# Parent's actual_spending from income_statement includes all children
@budget.stubs(:budget_category_actual_spending).with(@parent_budget_category).returns(150)
@budget.stubs(:budget_category_actual_spending).with(@subcategory_with_limit_bc).returns(100)
@budget.stubs(:budget_category_actual_spending).with(@subcategory_inheriting_bc).returns(50)
# Parent available calculation:
# shared_pool = 1000 (parent budget) - 300 (subcategory with limit budget) = 700
# shared_pool_spending = 150 (total) - 100 (subcategory with limit spending) = 50
# available = 700 - 50 = 650
assert_equal 650, @parent_budget_category.available_to_spend
# Inheriting subcategory shares parent's available (650)
assert_equal 650, @subcategory_inheriting_bc.available_to_spend
# Subcategory with limit: 300 (its budget) - 100 (its spending) = 200
assert_equal 200, @subcategory_with_limit_bc.available_to_spend
end
test "max_allocation excludes budgets of inheriting siblings" do
# Create another inheriting subcategory
another_inheriting = Category.create!(
name: "Test Coffee #{Time.now.to_f}",
parent: @parent_category,
family: @family,
classification: "expense"
)
another_inheriting_bc = BudgetCategory.create!(
budget: @budget,
category: another_inheriting,
budgeted_spending: 0, # Inherits
currency: "USD"
)
# Max allocation for new subcategory should only account for the one with explicit limit (300)
# 1000 (parent) - 300 (subcategory_with_limit) = 700
assert_equal 700, another_inheriting_bc.max_allocation
# If we add a new subcategory with a limit
new_subcategory_cat = Category.create!(
name: "Test Fast Food #{Time.now.to_f}",
parent: @parent_category,
family: @family,
classification: "expense"
)
new_subcategory_bc = BudgetCategory.create!(
budget: @budget,
category: new_subcategory_cat,
budgeted_spending: 0,
currency: "USD"
)
# Max should still be 700 because both inheriting subcategories don't count
assert_equal 700, new_subcategory_bc.max_allocation
end
test "percent_of_budget_spent for inheriting subcategory uses parent budget" do
# Mock spending
@budget.stubs(:budget_category_actual_spending).with(@subcategory_inheriting_bc).returns(100)
# 100 / 1000 (parent budget) = 10%
assert_equal 10.0, @subcategory_inheriting_bc.percent_of_budget_spent
end
test "parent with no subcategories works as before" do
# Create a standalone parent category without subcategories
standalone_category = Category.create!(
name: "Test Entertainment #{Time.now.to_f}",
family: @family,
color: "#a855f7",
lucide_icon: "drama",
classification: "expense"
)
standalone_bc = BudgetCategory.create!(
budget: @budget,
category: standalone_category,
budgeted_spending: 500,
currency: "USD"
)
# Mock spending
@budget.stubs(:budget_category_actual_spending).with(standalone_bc).returns(200)
# Should work exactly as before: 500 - 200 = 300
assert_equal 300, standalone_bc.available_to_spend
assert_equal 40.0, standalone_bc.percent_of_budget_spent
end
test "uncategorized budget category returns no subcategories" do
uncategorized_bc = BudgetCategory.uncategorized
uncategorized_bc.budget = @budget
# Before the fix, this would return all top-level categories because
# category.id is nil, causing WHERE parent_id IS NULL to match all roots
assert_empty uncategorized_bc.subcategories
end
test "parent with only inheriting subcategories shares entire budget" do
# Set subcategory_with_limit to also inherit
@subcategory_with_limit_bc.update!(budgeted_spending: 0)
# Mock spending
@budget.stubs(:budget_category_actual_spending).with(@parent_budget_category).returns(200)
@budget.stubs(:budget_category_actual_spending).with(@subcategory_with_limit_bc).returns(100)
@budget.stubs(:budget_category_actual_spending).with(@subcategory_inheriting_bc).returns(100)
# All should show same available: 1000 - 200 = 800
assert_equal 800, @parent_budget_category.available_to_spend
assert_equal 800, @subcategory_with_limit_bc.available_to_spend
assert_equal 800, @subcategory_inheriting_bc.available_to_spend
end
end