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