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* feat(goals): offer recording a spend where the user is standing Adding money had a button on the goal page. Using it had none — the entry lived in the overflow menu, behind three conditions, and nowhere else. The asymmetry bit hardest at the one moment it mattered. "Record pledge" disappears once a goal is reached, so a user who hit the target and then spent some of it arrived at a page offering a single action: "Close this goal". That releases the earmark, and its own hint tells them to do it "once you have actually spent it" — asking for something the page gave them no way to say. The celebration panel now offers it beside closing, in that order, because that is the order the two happen in and closing is the one another click cannot undo. Same condition as the menu entry, which stays where it is: this is a second door, not a move. Beside, never instead. Plenty of goals are closed with nothing recorded, and the offer must not read as a step to clear first — a test pins that closing is still offered whenever it was before. The row is conditional rather than always rendered: a reserve gets neither action, and an empty flex div still carries its top margin, which would open a gap under copy that says there is nothing to do. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): hold the spend offer to accounts the reader can reach Review on #3215. `offer_recording_a_spend?` rode on `current_balance`, which counts every linked account — private ones included. A reader backed only by somebody else's private account was shown the link, then sent to a dialog with nothing to pick and a refusal on submit. The dialog has applied this scoping since #3176; the panel that points at it had not. It goes through `backing_within` now, on the reader's own accessible accounts. The component tests gained a session for the same reason: without a reader the offer is correctly withheld, so every assertion about it was measuring the wrong thing. Also from review: the reserve's empty-row test renders the component rather than only asking its predicates. Both could stay false while the template emitted the row anyway, which is precisely the gap that test exists for — it needed `ViewComponent::TestCase` to do it. The two page tests move above the first `private`. They did run where they were — Rails' `test` macro defines methods through `define_method` from a class method, which is public regardless of the surrounding visibility, and `-n` confirms Minitest picks them up — but tests wedged between private helpers read as a mistake whether or not they behave like one. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): close the second door to the spend dialog Review on #3215. Scoping the offer to the reader's own accounts fixed the lifecycle panel and left the overflow menu on the old condition, so the two doors to the same dialog disagreed — and the older one still had the bug the newer one was written to avoid. A reader backed only by another member's private account was shown the menu entry, opened a dialog with nothing to pick, and was refused on submit. The question moves to the goal, where both doors ask it, and the reader's accounts come from the list the controller already builds for the dialog. That also removes the component's own broader lookup: it was plucking every accessible account on each goal-show render, duplicating work done upstream in the same request. It now takes the ids in, defaulting to none — a caller that forgets them withholds the offer, which is the safe way to be wrong about a permission. A controller test pins it page-wide, since the point is that neither door may offer it; putting the old condition back makes it fail. Also from review: the panel test claimed to be scoped to the panel while selecting `section`, which DS::Card emits for every card on the page. The action row has an id now and both tests use it. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
1049 lines
40 KiB
Ruby
1049 lines
40 KiB
Ruby
require "test_helper"
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class GoalsControllerTest < ActionDispatch::IntegrationTest
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include EntriesTestHelper
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setup do
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@user = users(:family_admin)
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@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => true))
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sign_in @user
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@goal = goals(:vacation_italy)
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@depository = accounts(:depository)
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@connected = accounts(:connected)
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ensure_tailwind_build
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end
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test "redirects users without preview access" do
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@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => false))
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get goals_url
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assert_redirected_to root_path
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assert_match(/preview/i, flash[:alert])
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end
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test "index renders with active filter by default" do
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get goals_url
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assert_response :success
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assert_match(/Goals/i, response.body)
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end
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test "index honors state filter" do
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get goals_url(state: "paused")
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assert_response :success
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end
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test "show renders the goal" do
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get goal_url(@goal)
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assert_response :success
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assert_match(@goal.name, response.body)
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end
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test "new renders the modal form" do
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get new_goal_url
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assert_response :success
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end
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test "create persists a goal with linked accounts" do
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# Fresh accounts: the goal fixtures already claim @depository and
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# @connected in full, and GoalAccount refuses a second whole-balance
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# link on a contested account. Blank allocations here keep this test on
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# the default "dedicate the whole balance" path.
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first = unclaimed_account("Holiday Pot")
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second = unclaimed_account("House Pot")
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assert_difference -> { Goal.count } => 1,
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-> { GoalAccount.count } => 2 do
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post goals_url, params: {
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goal: {
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name: "New goal",
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target_amount: "1000",
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target_date: 3.months.from_now.to_date.iso8601,
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color: "#4da568",
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account_ids: [ first.id, second.id ]
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}
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}
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end
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goal = Goal.order(created_at: :desc).first
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assert_redirected_to goal_path(goal)
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end
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test "create rejects missing account_ids" do
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assert_no_difference "Goal.count" do
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post goals_url, params: {
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goal: {
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name: "Bad goal",
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target_amount: "1000",
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color: "#4da568"
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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 "create rejects foreign accounts" 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.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
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assert_no_difference "Goal.count" do
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post goals_url, params: {
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goal: {
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name: "Foreign goal",
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target_amount: "1000",
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color: "#4da568",
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account_ids: [ foreign.id ]
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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 "new form excludes same-family accounts not shared with the current user" do
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# Regression for #2168: funding-account picker leaked accounts owned by
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# other family members that were never shared with the current user.
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: "USD",
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balance: 100
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)
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get new_goal_url
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assert_response :success
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assert_no_match(/Member Private Checking/, response.body)
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assert_no_match(/goal_account_ids_#{private_account.id}/, response.body)
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end
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# A goal can be backed by an account the viewer is not allowed to see. Both
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# halves of that leak matter: the dialog naming it, and a direct POST moving
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# its earmark — the figures afterwards saying how much was in it.
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test "the consumption dialog does not name a linked account the viewer cannot see" do
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private_account = private_linked_account
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get consume_goal_url(@goal)
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assert_response :success
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assert_no_match(/Member Private Checking/, response.body)
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assert_no_match(/#{private_account.id}/, response.body)
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end
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test "consumption is refused against a linked account the viewer cannot see" do
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private_account = private_linked_account
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link = @goal.goal_accounts.find_by(account_id: private_account.id)
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post consume_goal_url(@goal), params: { amount: "100", account_id: private_account.id }
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assert_redirected_to goal_path(@goal)
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assert_equal 0, @goal.reload.consumed_amount
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assert_equal 500, link.reload.allocated_amount
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end
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# The outflow panel is the third door onto a private backing account: it
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# would list its transactions, naming the account, its spending and roughly
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# its size to someone with no access to it.
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test "the outflow panel does not surface a spend on an account the viewer cannot see" do
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private_account = private_linked_account
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private_account.entries.create!(
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name: "Private Spend", date: Date.current, amount: 400,
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currency: private_account.currency, entryable: Transaction.new
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)
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get goal_url(@goal)
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assert_response :success
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assert_no_match(/Private Spend/, response.body)
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end
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test "create rejects a same-family account not shared with the current user" do
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: "USD",
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balance: 100
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)
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assert_no_difference "Goal.count" do
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post goals_url, params: {
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goal: {
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name: "Sneaky goal",
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target_amount: "1000",
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color: "#4da568",
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account_ids: [ private_account.id ]
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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 "update modifies identity fields" do
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patch goal_url(@goal), params: { goal: { name: "Renamed" } }
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assert_redirected_to goal_path(@goal)
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assert_equal "Renamed", @goal.reload.name
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end
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test "update without account_ids leaves linked accounts intact" do
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before = @goal.goal_accounts.pluck(:account_id).sort
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patch goal_url(@goal), params: { goal: { name: "Still here" } }
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assert_redirected_to goal_path(@goal)
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assert_equal before, @goal.reload.goal_accounts.pluck(:account_id).sort
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end
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test "update with account_ids syncs linked accounts (add + remove)" do
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patch goal_url(@goal), params: { goal: { account_ids: [ @connected.id ] } }
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assert_redirected_to goal_path(@goal)
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assert_equal [ @connected.id ], @goal.reload.goal_accounts.pluck(:account_id)
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end
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test "update preserves a linked account the current user cannot access" do
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# Regression for #2172 review: a family goal can be linked to a private
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# account owned by another member. That account is never rendered in the
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# picker, so its absence from the submitted set must not unlink it.
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private_account = Account.create!(
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family: @user.family,
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owner: users(:family_member),
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accountable: Depository.new,
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name: "Member Private Checking",
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currency: @goal.currency,
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balance: 100
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)
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@goal.goal_accounts.create!(account: private_account)
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patch goal_url(@goal), params: { goal: { account_ids: [ @depository.id ] } }
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assert_redirected_to goal_path(@goal)
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linked = @goal.reload.goal_accounts.pluck(:account_id)
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assert_includes linked, private_account.id, "inaccessible private link must be preserved"
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assert_includes linked, @depository.id
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end
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test "update with empty account_ids re-renders with error" do
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patch goal_url(@goal), params: { goal: { account_ids: [ "" ] } }
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assert_response :unprocessable_entity
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assert_not_empty @goal.reload.goal_accounts
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end
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test "update rejects a cross-currency account attachment" do
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# Regression: sync_linked_accounts! used to call goal_accounts.create!
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# directly, bypassing Goal#linked_accounts_must_match_goal_currency.
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eur_account = Account.create!(
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family: @goal.family,
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accountable: Depository.new,
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name: "EUR Checking",
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currency: "EUR",
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balance: 100
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)
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before_ids = @goal.goal_accounts.pluck(:account_id).sort
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patch goal_url(@goal), params: { goal: { account_ids: [ eur_account.id ] } }
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assert_response :unprocessable_entity
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assert_equal before_ids, @goal.reload.goal_accounts.pluck(:account_id).sort
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end
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test "pause/resume/complete/archive/unarchive flow" do
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fresh = goals(:emergency_fund)
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patch pause_goal_url(fresh)
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assert fresh.reload.paused?
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patch resume_goal_url(fresh)
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assert fresh.reload.active?
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patch complete_goal_url(fresh)
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assert fresh.reload.completed?
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patch archive_goal_url(fresh)
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assert fresh.reload.archived?
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patch unarchive_goal_url(fresh)
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assert fresh.reload.active?
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end
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# The reported bug: Delete rendered only when the goal was archived, so an
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# active goal had no delete affordance anywhere in the UI. The kebab is the
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# only route to it, so assert the form is actually in the markup per state —
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# a 200 alone would not have caught the original miss.
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test "show exposes delete for a goal in every state" do
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delete_form = "form[action='#{goal_path(@goal)}'] input[name='_method'][value='delete']"
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%w[active paused completed archived].each do |state|
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@goal.update_column(:state, state)
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get goal_url(@goal)
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assert_response :success
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assert_select delete_form, 1, "no delete affordance on a #{state} goal"
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end
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end
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# A goal whose last funding account is deleted survives with zero links and
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# fails `must_have_at_least_one_linked_account` from then on. Editing is the
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# only way back, so update must validate the accounts the user SUBMITTED,
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# not the stale (empty) set already on the record.
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test "an orphaned goal can be repaired by re-linking an account" do
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orphan = orphaned_goal
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rescue_account = unclaimed_account("Rescue Pot")
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patch goal_url(orphan), params: {
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goal: { name: orphan.name, target_amount: orphan.target_amount, account_ids: [ rescue_account.id ] }
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}
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assert_redirected_to goal_path(orphan)
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assert_equal [ rescue_account.id ], orphan.reload.goal_accounts.pluck(:account_id)
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assert orphan.valid?
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end
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# AASM's bang event returns false rather than raising when the post-transition
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# save fails validation. The controller used to discard that, flashing
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# "Goal archived." while the state never moved.
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test "a transition that fails validation reports the error, not success" do
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orphan = orphaned_goal
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patch archive_goal_url(orphan)
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assert_redirected_to goal_path(orphan)
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assert_nil flash[:notice]
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assert_match(/at least one account/i, flash[:alert])
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assert_equal "active", orphan.reload.state
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end
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test "destroy deletes an active goal and cascades to its links and pledges" do
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assert_difference -> { Goal.count } => -1,
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-> { GoalAccount.count } => -2,
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-> { GoalPledge.count } => -2 do
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delete goal_url(@goal)
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end
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assert_redirected_to goals_path
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end
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test "destroy deletes an archived goal" do
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@goal.archive!
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assert_difference "Goal.count", -1 do
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delete goal_url(@goal)
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end
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assert_redirected_to goals_path
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end
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# The one thing a goal delete reaches outside its own tables: a matched
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# pledge stamps `extra["goal"]["pledge_id"]` onto the transaction it claimed,
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# and GoalPledge#clear_matched_transaction_extra must unstamp it on the way
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# out. The transaction itself must survive untouched.
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test "destroy unstamps the transaction a matched pledge claimed" do
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txn = create_transaction(account: @connected, amount: -300).entryable
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pledge = goal_pledges(:matched_transfer)
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txn.update!(extra: { "goal" => { "pledge_id" => pledge.id } })
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pledge.update_column(:matched_transaction_id, txn.id)
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delete goal_url(@goal)
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assert_redirected_to goals_path
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assert Transaction.exists?(txn.id), "deleting a goal must not delete the transaction"
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assert_nil txn.reload.extra.dig("goal", "pledge_id")
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end
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test "index KPI swaps to 'All caught up' when every tracked goal is reached" do
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family = users(:family_admin).family
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family.goals.destroy_all
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# Real reached state: target $1 against the depository fixture's
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# $5000 balance. Stubbing :status hides whether the controller
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# actually reads the right method on each goal.
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build_goal(family, "Wedding", target_amount: 1, target_date: 1.year.from_now)
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get goals_url
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assert_response :success
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assert_match(/All caught up/i, response.body)
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assert_match(/1\s*reached/i, response.body)
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end
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test "index KPI 'on track' denominator excludes no-target-date goals" do
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family = users(:family_admin).family
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family.goals.destroy_all
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# One trackable goal (has target_date) + one open-ended (no target_date).
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# The trackable one should be the only thing in the denominator;
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# open-ended goals can't be off pace because they have no required pace.
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build_goal(family, "House", target_amount: 1_000_000, target_date: 1.year.from_now)
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build_goal(family, "Emergency", target_amount: 1_000_000, target_date: nil)
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get goals_url
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assert_response :success
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# Expect "0 of 1" — the open-ended goal stays out of the fraction
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# even though it's active.
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assert_match(/0\s*of\s*1/i, response.body)
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assert_match(/without a deadline/i, response.body)
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end
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# The form reads its ticks from a separate local, not from the built links,
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# so a failed create rendered every account unchecked while the amounts the
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# user typed survived — an error telling them to enter an amount, on a form
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# whose accounts had silently cleared.
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test "a rejected creation keeps the accounts the user ticked" do
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account = Account.create!(
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family: @user.family, accountable: Depository.new,
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name: "Contested Pot", currency: @user.family.currency, balance: 3_000
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)
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holder = @user.family.goals.create!(name: "Holder", target_amount: 5_000, currency: @user.family.currency) do |g|
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g.goal_accounts.build(account: account)
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end
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assert holder.persisted?
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post goals_url, params: {
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goal: {
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name: "Second claim", target_amount: 5_000,
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account_ids: [ account.id ], allocations: { account.id.to_s => "" }
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}
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}
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assert_response :unprocessable_entity
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assert_select "input[type=checkbox][name='goal[account_ids][]'][value=?][checked]", account.id
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end
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# --- Lot B2: closing a reached goal ---
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# The panel used to say "Goal closed at ..." for a goal that was merely at
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# 100%, and offer Archive — the gesture that does NOT release the money.
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test "a one_off goal at 100 percent is offered closing, not archiving" do
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goal = fully_funded_goal
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get goal_url(goal)
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assert_response :success
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assert_match I18n.t("goals.show.celebration.close_cta"), response.body
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assert_match I18n.t("goals.show.celebration.close_hint"), response.body
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assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.archive_cta"))}/, response.body)
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end
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test "a goal below 100 percent is offered no closing action" do
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goal = fully_funded_goal
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goal.update!(target_amount: 10_000)
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get goal_url(goal)
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assert_response :success
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assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
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end
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# Reaching the target is the normal state of a reserve, not a prompt to
|
|
# close it — and B3 forbids `complete` for them outright.
|
|
test "a maintained goal at 100 percent is never offered closing" do
|
|
goal = fully_funded_goal
|
|
goal.update_column(:kind, "maintained")
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
|
|
end
|
|
|
|
test "a completed goal shows the amount and date it froze" do
|
|
goal = fully_funded_goal
|
|
goal.complete!
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_match I18n.t("goals.show.celebration.frozen",
|
|
date: I18n.l(goal.reload.completed_at.to_date, format: :long),
|
|
amount: goal.current_balance_money.format(precision: 0)),
|
|
response.body
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
|
|
end
|
|
|
|
test "an archived goal is offered no closing action" do
|
|
goal = fully_funded_goal
|
|
goal.archive!
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
|
|
end
|
|
|
|
|
|
# --- Lot B3a: reserves ---
|
|
|
|
test "create accepts the maintained kind" do
|
|
account = unclaimed_account("Reserve Pot")
|
|
|
|
assert_difference -> { Goal.count }, 1 do
|
|
post goals_url, params: {
|
|
goal: { name: "Emergency", target_amount: "6000", color: "#4da568", kind: "maintained", account_ids: [ account.id ] }
|
|
}
|
|
end
|
|
|
|
assert Goal.order(created_at: :desc).first.maintained?
|
|
end
|
|
|
|
# The AASM guard refuses the transition; the controller must report that
|
|
# rather than claim success or blow up.
|
|
test "completing a reserve is refused at the controller too" do
|
|
goal = fully_funded_goal
|
|
goal.update_column(:kind, "maintained")
|
|
|
|
patch complete_goal_url(goal)
|
|
|
|
assert_redirected_to goal_path(goal)
|
|
assert_match(/./, flash[:alert].to_s)
|
|
assert_equal "active", goal.reload.state
|
|
end
|
|
|
|
test "a funded reserve reads as intact, with nothing to do" do
|
|
goal = fully_funded_goal
|
|
goal.update_column(:kind, "maintained")
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_match I18n.t("goals.show.celebration.heading_reserve"), response.body
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.close_cta"))}/, response.body)
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.celebration.archive_cta"))}/, response.body)
|
|
end
|
|
|
|
# A reserve has no deadline and no pace benchmark, so it can never land in
|
|
# the on-track numerator. Leaving it in the denominator made a family with
|
|
# one reserve read "0 of 1 on track" for a goal working exactly as intended.
|
|
test "a reserve stays out of the on-track denominator" do
|
|
@user.family.goals.where.not(state: "archived").find_each(&:archive!)
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Reserve Pot", currency: @user.family.currency, balance: 1_000
|
|
)
|
|
@user.family.goals.create!(
|
|
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
|
|
) { |g| g.goal_accounts.build(account: account) }
|
|
|
|
get goals_url
|
|
|
|
assert_response :success
|
|
# The tile prints "<on track> of <tracked total>". The reserve must not
|
|
# appear in the denominator: before this, the page read "0 of 1".
|
|
assert_no_match(/0 of 1/, response.body)
|
|
assert_match(/0 of 0/, response.body)
|
|
end
|
|
|
|
# A brand-new reserve is depleted with a zero balance, which used to match the
|
|
# generic "make your first transfer" branch first. It is still a reserve short
|
|
# of its floor, and the shortfall panel is what says so.
|
|
test "a reserve with nothing in it yet gets the shortfall panel" do
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Empty Reserve Pot", currency: @user.family.currency, balance: 0
|
|
)
|
|
goal = @user.family.goals.create!(
|
|
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
|
|
) { |g| g.goal_accounts.build(account: account) }
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_match I18n.t("goals.show.reserve_shortfall.heading"), response.body
|
|
assert_no_match(/#{Regexp.escape(I18n.t("goals.show.empty.heading"))}/, response.body)
|
|
end
|
|
|
|
# --- Lot B6: earmark headroom in the form ---
|
|
|
|
test "the new form renders each account's balance and what other goals hold" do
|
|
account = unclaimed_account("Headroom Pot")
|
|
@user.family.goals.create!(name: "Neighbour", target_amount: 5_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 400)
|
|
end
|
|
|
|
get new_goal_url
|
|
|
|
assert_response :success
|
|
assert_select "[data-balance][data-earmarked-by-others]", minimum: 1
|
|
assert_match 'data-earmarked-by-others="400.0"', response.body
|
|
end
|
|
|
|
# The N+1 this lot exists to avoid: the form lists every fundable account,
|
|
# so reading the pool per account would scale with the account list.
|
|
test "the form reads the shared pool exactly once, however many accounts" do
|
|
3.times { |i| unclaimed_account("Pool Pot #{i}") }
|
|
|
|
assert_equal 1, count_pool_queries { get new_goal_url }
|
|
assert_response :success
|
|
end
|
|
|
|
# The acceptance criterion of this lot: reopening a goal must not count its
|
|
# own earmark, or re-entering the same figure would trip a message about a
|
|
# setup the user has not touched.
|
|
test "the edit form does not count the edited goal's own earmark" do
|
|
account = unclaimed_account("Reopen Pot")
|
|
goal = @user.family.goals.create!(name: "Reopened", target_amount: 5_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
|
|
get edit_goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_match 'data-earmarked-by-others="0.0"', response.body
|
|
assert_no_match(/data-earmarked-by-others="5000/, response.body)
|
|
end
|
|
|
|
# The error paths re-render the same form, so they need the pool too —
|
|
# without it the row helper is handed nil and the render blows up.
|
|
test "the pool is available again when create re-renders after an error" do
|
|
unclaimed_account("Error Pot")
|
|
|
|
post goals_url, params: { goal: { name: "No accounts", target_amount: "1000", color: "#4da568" } }
|
|
|
|
assert_response :unprocessable_entity
|
|
assert_select "[data-balance][data-earmarked-by-others]", minimum: 1
|
|
end
|
|
|
|
# --- Lot B4: recording a partial spend ---
|
|
|
|
test "recording a spend keeps the goal at full progress and frees the earmark" do
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Trip Pot", currency: @user.family.currency, balance: 5_000
|
|
)
|
|
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: @user.family.currency) do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
|
|
post consume_goal_url(goal), params: { amount: 2_000 }
|
|
|
|
assert_redirected_to goal_url(goal)
|
|
assert_equal 2_000, goal.reload.consumed_amount
|
|
assert_equal 3_000, goal.goal_accounts.first.reload.allocated_amount
|
|
end
|
|
|
|
test "a refused spend says which rule refused it" do
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Reserve Pot", currency: @user.family.currency, balance: 4_000
|
|
)
|
|
reserve = @user.family.goals.create!(
|
|
name: "Precaution", target_amount: 6_000, currency: @user.family.currency, kind: "maintained"
|
|
) { |g| g.goal_accounts.build(account: account) }
|
|
|
|
post consume_goal_url(reserve), params: { amount: 1_000 }
|
|
|
|
assert_redirected_to goal_url(reserve)
|
|
assert_equal I18n.t("goals.consume.errors.maintained"), flash[:alert]
|
|
assert_equal 0, reserve.reload.consumed_amount
|
|
end
|
|
|
|
# A blank account id means "this goal has one link". An id resolving to
|
|
# nothing must not fall back to that, or a single-link goal would record a
|
|
# spend against an account the user never named.
|
|
test "an unknown account id is refused rather than falling through" do
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Trip Pot", currency: @user.family.currency, balance: 5_000
|
|
)
|
|
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: @user.family.currency) do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
|
|
post consume_goal_url(goal), params: { amount: 1_000, account_id: SecureRandom.uuid }
|
|
|
|
assert_equal I18n.t("goals.consume.errors.account_not_linked"), flash[:alert]
|
|
assert_equal 0, goal.reload.consumed_amount
|
|
end
|
|
|
|
# --- Lot B5: attributing an outflow the app spotted ---
|
|
|
|
test "the goal page offers an outflow nothing has claimed" do
|
|
goal, entry = goal_with_outflow
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_match I18n.t("goals.unattributed_outflows.heading"), response.body
|
|
assert_match entry.name, response.body
|
|
end
|
|
|
|
test "attributing an outflow takes its amount and stops offering it" do
|
|
goal, entry = goal_with_outflow
|
|
|
|
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
|
|
|
|
assert_redirected_to goal_url(goal)
|
|
assert_equal entry.amount.to_d, goal.reload.consumed_amount
|
|
|
|
get goal_url(goal)
|
|
assert_no_match I18n.t("goals.unattributed_outflows.heading"), response.body
|
|
end
|
|
|
|
# The stamp is what makes this idempotent: replaying the same attribution
|
|
# must not credit the goal twice for one spend.
|
|
test "the same outflow cannot be attributed twice" do
|
|
goal, entry = goal_with_outflow
|
|
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
|
|
recorded = goal.reload.consumed_amount
|
|
|
|
post consume_goal_url(goal), params: { transaction_id: entry.entryable_id }
|
|
|
|
assert_equal recorded, goal.reload.consumed_amount
|
|
assert_equal I18n.t("goals.consume.errors.transaction_not_found"), flash[:alert]
|
|
end
|
|
|
|
# The months mode could not be created from the UI at all. The form makes the
|
|
# amount read-only, so it submits empty; `target_amount` is required and
|
|
# validations run before any save callback, so the derivation that fills it
|
|
# never ran. Every existing test set the amount explicitly, which is why the
|
|
# model looked fine.
|
|
test "a months-of-expenses reserve can be created without typing an amount" do
|
|
account = unclaimed_account("Reserve Pot")
|
|
IncomeStatement.any_instance.stubs(:median_expense).returns(500)
|
|
|
|
assert_difference -> { Goal.count }, 1 do
|
|
post goals_url, params: { goal: {
|
|
name: "Precaution", color: "#4da568", kind: "maintained",
|
|
target_mode: "months_of_expenses", target_months: "6",
|
|
target_amount: "", account_ids: [ account.id ]
|
|
} }
|
|
end
|
|
|
|
goal = Goal.order(created_at: :desc).first
|
|
assert_equal 3_000, goal.target_amount.to_d, "the floor was not derived from the months"
|
|
assert goal.maintained?
|
|
end
|
|
|
|
# A fixed reserve still needs one, and still says so. Asserted on the error the
|
|
# form puts in front of the user, not on the status alone: a 422 for some
|
|
# unrelated reason would otherwise keep this green while the guard it names
|
|
# had quietly gone.
|
|
test "a fixed-amount goal still requires the amount" do
|
|
account = unclaimed_account("Fixed Pot")
|
|
|
|
assert_no_difference -> { Goal.count } do
|
|
post goals_url, params: { goal: {
|
|
name: "No amount", color: "#4da568",
|
|
target_amount: "", account_ids: [ account.id ]
|
|
} }
|
|
end
|
|
|
|
assert_response :unprocessable_entity
|
|
# The paragraph is in the markup either way; `hidden` is what decides
|
|
# whether it is shown, so its absence is the assertion.
|
|
assert_select "[data-goal-form-target=amountError]:not(.hidden)", 1,
|
|
"the form did not surface the missing-amount error"
|
|
end
|
|
|
|
# The surface the user actually reads: the figure beside the ring, and the
|
|
# line saying part of it has been used. Asserted on the rendered page rather
|
|
# than the model, because the contradiction was a display bug — the model
|
|
# has always counted both halves.
|
|
test "the goal page reports the used portion as part of the total" do
|
|
goal = spent_goal_for_display
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_includes response.body, I18n.t("goals.show.ring.including_used",
|
|
amount: goal.consumed_amount_money.format(precision: 0))
|
|
|
|
# The headline figure specifically, not "somewhere on the page": the
|
|
# account balance still appears in the funding breakdown below, which is
|
|
# where that question belongs.
|
|
headline = css_select("p.text-xl.font-medium.text-primary").map(&:text).map(&:strip)
|
|
assert_includes headline, goal.progress_amount_money.format(precision: 0)
|
|
assert_not_includes headline, goal.current_balance_money.format(precision: 0)
|
|
end
|
|
|
|
test "a goal that has spent nothing says nothing about it" do
|
|
account = unclaimed_account("Quiet Pot")
|
|
goal = @user.family.goals.create!(name: "Quiet", target_amount: 1_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 1_000)
|
|
end
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_no_match(/already used|déjà utilisés/, response.body)
|
|
end
|
|
|
|
|
|
# The ring announced the account balance while the visible headline beside it
|
|
# reported the progress total: same ring, two different numbers depending on
|
|
# whether you could see it.
|
|
test "the ring announces the same total the headline shows" do
|
|
goal = spent_goal_for_display
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
label = css_select("[role=progressbar]").first["aria-label"]
|
|
assert_includes label, goal.progress_amount_money.format
|
|
assert_not_includes label, goal.current_balance_money.format
|
|
assert_includes label, goal.consumed_amount_money.format
|
|
end
|
|
|
|
test "a goal with nothing used keeps the plain wording" do
|
|
account = unclaimed_account("Plain Pot")
|
|
goal = @user.family.goals.create!(name: "Plain", target_amount: 1_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 1_000)
|
|
end
|
|
|
|
get goal_url(goal)
|
|
|
|
label = css_select("[role=progressbar]").first["aria-label"]
|
|
assert_no_match(/already used|déjà utilisés/, label)
|
|
end
|
|
|
|
|
|
# A reserve holds a balance rather than reaching an amount. "Target balance"
|
|
# is what this kind of app calls that, and it keeps the noun the rest of the
|
|
# page already uses 55 times — rather than inventing a "level" or a "floor"
|
|
# that nothing else in the domain says.
|
|
test "the form carries both the amount and the balance wording" do
|
|
unclaimed_account("Vocab Pot")
|
|
|
|
get new_goal_url
|
|
|
|
assert_response :success
|
|
assert_includes response.body, I18n.t("goals.form.fields.target_amount")
|
|
assert_includes response.body, I18n.t("goals.form.fields.target_balance")
|
|
end
|
|
|
|
# In months mode the balance is worked out, not typed. A read-only input
|
|
# still reads as something to fill in, beside the months that are the real
|
|
# question, so the figure is presented as a result instead.
|
|
test "the form carries the derived balance as a result, not a field" do
|
|
unclaimed_account("Derived Pot")
|
|
|
|
get new_goal_url
|
|
|
|
assert_response :success
|
|
assert_select "[data-goal-kind-target=amountDerived]", 1
|
|
assert_includes response.body, I18n.t("goals.form.fields.target_balance_pending")
|
|
end
|
|
|
|
test "editing a months reserve shows the balance it currently holds" do
|
|
account = unclaimed_account("Existing Pot")
|
|
IncomeStatement.any_instance.stubs(:median_expense).returns(500)
|
|
goal = @user.family.goals.create!(
|
|
name: "Precaution", target_amount: 3_000, currency: "USD", kind: "maintained",
|
|
target_mode: "months_of_expenses", target_months: 6
|
|
) { |g| g.goal_accounts.build(account: account, allocated_amount: 3_000) }
|
|
|
|
get edit_goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert_includes response.body, goal.target_amount_money.format(precision: 0)
|
|
end
|
|
|
|
# One vocabulary, not three. "level" and "floor" said the same thing as
|
|
# "target balance" in different words, on the same page.
|
|
test "the goals copy settles on one word for a reserve's balance" do
|
|
%i[en fr].each do |locale|
|
|
copy = YAML.load_file(Rails.root.join("config/locales/views/goals/#{locale}.yml")).to_s
|
|
assert_no_match(/\bfloor\b|\bniveau\b/i, copy, "#{locale} still mixes vocabularies")
|
|
end
|
|
end
|
|
|
|
# The gap this closes: at the moment the user has reached the target and
|
|
# spent some of it, the page offered only "Close this goal" — which releases
|
|
# the earmark, and whose own hint says to do it once the money is actually
|
|
# spent. Saying so was two clicks away in the overflow menu.
|
|
test "a reached goal offers recording a spend outside the overflow menu" do
|
|
goal = reached_goal_holding_money
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
# In the panel, not only in the menu: scoped to the celebration panel's own
|
|
# action row by id. `section` was not enough — the panel renders through
|
|
# DS::Card, which emits a <section>, so any card on the page satisfied it.
|
|
panel_links = css_select("#goal-celebration-actions a[href='#{consume_goal_path(goal)}']")
|
|
assert_operator panel_links.size, :>=, 1,
|
|
"the spend action was still only reachable through the overflow menu"
|
|
end
|
|
|
|
test "closing is still offered alongside it" do
|
|
goal = reached_goal_holding_money
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_select "form[action=?]", complete_goal_path(goal)
|
|
end
|
|
|
|
# Two doors lead to the same dialog, the panel and the overflow menu, and they
|
|
# disagreed: the menu gated on `current_balance`, which counts every linked
|
|
# account including ones private to another member. A reader backed only by
|
|
# such an account was shown the entry, opened a dialog with nothing to pick,
|
|
# and was refused on submit. Asserted page-wide on purpose — neither door may
|
|
# offer it.
|
|
test "money the reader cannot reach opens no door to the spend dialog" do
|
|
account = Account.create!(
|
|
family: @user.family, owner: users(:family_member), accountable: Depository.new,
|
|
name: "Member Only Pot", currency: "USD", balance: 5_000
|
|
)
|
|
goal = @user.family.goals.create!(name: "Hidden", target_amount: 5_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
|
|
get goal_url(goal)
|
|
|
|
assert_response :success
|
|
assert goal.current_balance.to_d.positive?, "the goal is backed, just not for this reader"
|
|
assert_empty css_select("a[href='#{consume_goal_path(goal)}']"),
|
|
"a spend was still offered against money the reader cannot see"
|
|
end
|
|
|
|
private
|
|
|
|
def spent_goal_for_display
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Spent Pot", currency: "USD", balance: 5_000
|
|
)
|
|
goal = @user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
goal.consume!(2_000)
|
|
goal
|
|
end
|
|
|
|
def reached_goal_holding_money
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Reached Pot", currency: "USD", balance: 5_000
|
|
)
|
|
@user.family.goals.create!(name: "Trip", target_amount: 5_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account, allocated_amount: 5_000)
|
|
end
|
|
end
|
|
# SQL the pooled-allocation read issues, and nothing else: goal_accounts
|
|
# joined to goals.
|
|
def count_pool_queries
|
|
count = 0
|
|
sub = ActiveSupport::Notifications.subscribe("sql.active_record") do |*, payload|
|
|
sql = payload[:sql].to_s
|
|
count += 1 if sql.include?("FROM \"goal_accounts\"") && sql.include?("INNER JOIN \"goals\"")
|
|
end
|
|
yield
|
|
count
|
|
ensure
|
|
ActiveSupport::Notifications.unsubscribe(sub)
|
|
end
|
|
|
|
|
|
# A private account of another member, linked to the goal under test.
|
|
def private_linked_account
|
|
account = Account.create!(
|
|
family: @user.family,
|
|
owner: users(:family_member),
|
|
accountable: Depository.new,
|
|
name: "Member Private Checking",
|
|
currency: @goal.currency,
|
|
balance: 1_000
|
|
)
|
|
@goal.goal_accounts.create!(account: account, allocated_amount: 500)
|
|
account
|
|
end
|
|
|
|
def goal_with_outflow
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Trip Pot #{SecureRandom.hex(4)}", currency: @user.family.currency, balance: 5_000
|
|
)
|
|
goal = @user.family.goals.create!(
|
|
name: "Trip", target_amount: 5_000, currency: @user.family.currency
|
|
) { |g| g.goal_accounts.build(account: account, allocated_amount: 5_000) }
|
|
entry = account.entries.create!(
|
|
name: "Flights", date: Date.current, amount: 1_200,
|
|
currency: account.currency, entryable: Transaction.new
|
|
)
|
|
[ goal, entry ]
|
|
end
|
|
# An active one_off goal sitting exactly at its target, on an account no
|
|
# other goal claims.
|
|
def fully_funded_goal
|
|
account = Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: "Funded Pot", currency: "USD", balance: 2_000
|
|
)
|
|
@user.family.goals.create!(name: "Funded", target_amount: 2_000, currency: "USD") do |g|
|
|
g.goal_accounts.build(account: account)
|
|
end
|
|
end
|
|
|
|
# A fundable account no goal fixture claims. The fixtures link
|
|
# @depository and @connected as whole-balance earmarks, and GoalAccount
|
|
# refuses a second whole-balance link on an account already claimed in
|
|
# full — so any test that wants the default "dedicate the whole balance"
|
|
# link needs an account of its own.
|
|
def unclaimed_account(name)
|
|
Account.create!(
|
|
family: @user.family, accountable: Depository.new,
|
|
name: name, currency: "USD", balance: 1_000
|
|
)
|
|
end
|
|
|
|
# A goal in the state account deletion leaves behind: still present, zero
|
|
# linked accounts, failing its own validations.
|
|
def orphaned_goal
|
|
family = @user.family
|
|
throwaway = Account.create!(
|
|
family: family, accountable: Depository.new, name: "Throwaway", currency: "USD", balance: 100
|
|
)
|
|
goal = family.goals.new(name: "Orphan", target_amount: 500, currency: "USD")
|
|
goal.goal_accounts.build(account: throwaway)
|
|
goal.save!
|
|
|
|
throwaway.destroy!
|
|
goal.reload
|
|
assert_empty goal.goal_accounts, "fixture setup failed to orphan the goal"
|
|
goal
|
|
end
|
|
|
|
# Each goal gets its own funding account, mirroring @depository's balance.
|
|
# These goals used to share @depository as a whole-balance link, which
|
|
# GoalAccount now refuses — and which was the double count in the first
|
|
# place: every goal read the same 5,000 as if it were its own. One account
|
|
# each keeps every goal's current_balance identical to what it was, without
|
|
# the overlap.
|
|
def build_goal(family, name, target_amount: 1_000_000, target_date: nil)
|
|
funding = Account.create!(
|
|
family: family, accountable: Depository.new,
|
|
name: "#{name} Funding", currency: "USD", balance: @depository.balance
|
|
)
|
|
g = family.goals.new(name: name, target_amount: target_amount, target_date: target_date, currency: "USD")
|
|
g.goal_accounts.build(account: funding)
|
|
g.save!
|
|
g
|
|
end
|
|
|
|
public
|
|
|
|
test "create ignores forbidden params (family_id, state)" do
|
|
family = users(:family_admin).family
|
|
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
|
|
|
|
assert_difference -> { family.goals.count }, 1 do
|
|
post goals_url, params: {
|
|
goal: {
|
|
name: "Hijack target",
|
|
target_amount: 100,
|
|
currency: "USD",
|
|
state: "archived",
|
|
family_id: other_family.id,
|
|
account_ids: [ unclaimed_account("Hijack Pot").id ]
|
|
}
|
|
}
|
|
end
|
|
|
|
goal = family.goals.order(:created_at).last
|
|
# Strong params must strip both `state` (AASM-managed) and `family_id`
|
|
# (cross-family pivot) — otherwise a crafted POST would create rows
|
|
# outside the current family or skip the active-state assumption.
|
|
assert_equal "active", goal.state
|
|
assert_equal family.id, goal.family_id
|
|
end
|
|
|
|
test "another family's goal returns 404" do
|
|
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
|
|
other_account = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
|
|
other_goal = other_family.goals.new(name: "Foreign goal", target_amount: 100, currency: "USD")
|
|
other_goal.goal_accounts.build(account: other_account)
|
|
other_goal.save!
|
|
|
|
get goal_url(other_goal)
|
|
assert_redirected_to goals_path
|
|
assert_equal I18n.t("goals.errors.not_found"), flash[:alert]
|
|
end
|
|
end
|