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Maybe/test/controllers/api/v1/transactions_controller_test.rb
Zach Gollwitzer 1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -04:00

340 lines
10 KiB
Ruby

# frozen_string_literal: true
require "test_helper"
class Api::V1::TransactionsControllerTest < ActionDispatch::IntegrationTest
setup do
@user = users(:family_admin)
@family = @user.family
@account = @family.accounts.first
@transaction = @family.transactions.first
@api_key = api_keys(:active_key) # Has read_write scope
@read_only_api_key = api_keys(:one) # Has read scope
end
# INDEX action tests
test "should get index with valid API key" do
get api_v1_transactions_url, headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
assert response_data.key?("transactions")
assert response_data.key?("pagination")
assert response_data["pagination"].key?("page")
assert response_data["pagination"].key?("per_page")
assert response_data["pagination"].key?("total_count")
assert response_data["pagination"].key?("total_pages")
end
test "should get index with read-only API key" do
get api_v1_transactions_url, headers: api_headers(@read_only_api_key)
assert_response :success
end
test "should filter transactions by account_id" do
get api_v1_transactions_url, params: { account_id: @account.id }, headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
response_data["transactions"].each do |transaction|
assert_equal @account.id, transaction["account"]["id"]
end
end
test "should filter transactions by date range" do
start_date = 1.month.ago.to_date
end_date = Date.current
get api_v1_transactions_url,
params: { start_date: start_date, end_date: end_date },
headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
response_data["transactions"].each do |transaction|
transaction_date = Date.parse(transaction["date"])
assert transaction_date >= start_date
assert transaction_date <= end_date
end
end
test "should search transactions" do
# Create a transaction with a specific name for testing
entry = @account.entries.create!(
name: "Test Coffee Purchase",
amount: 5.50,
currency: "USD",
date: Date.current,
entryable: Transaction.new
)
get api_v1_transactions_url,
params: { search: "Coffee" },
headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
found_transaction = response_data["transactions"].find { |t| t["id"] == entry.transaction.id }
assert_not_nil found_transaction, "Should find the coffee transaction"
end
test "should paginate transactions" do
get api_v1_transactions_url,
params: { page: 1, per_page: 5 },
headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
assert response_data["transactions"].size <= 5
assert_equal 1, response_data["pagination"]["page"]
assert_equal 5, response_data["pagination"]["per_page"]
end
test "should reject index request without API key" do
get api_v1_transactions_url
assert_response :unauthorized
end
test "should reject index request with invalid API key" do
get api_v1_transactions_url, headers: { "X-Api-Key" => "invalid-key" }
assert_response :unauthorized
end
# SHOW action tests
test "should show transaction with valid API key" do
get api_v1_transaction_url(@transaction), headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
assert_equal @transaction.id, response_data["id"]
assert response_data.key?("name")
assert response_data.key?("amount")
assert response_data.key?("date")
assert response_data.key?("account")
end
test "should show transaction with read-only API key" do
get api_v1_transaction_url(@transaction), headers: api_headers(@read_only_api_key)
assert_response :success
end
test "should return 404 for non-existent transaction" do
get api_v1_transaction_url(999999), headers: api_headers(@api_key)
assert_response :not_found
end
test "should reject show request without API key" do
get api_v1_transaction_url(@transaction)
assert_response :unauthorized
end
# CREATE action tests
test "should create transaction with valid parameters" do
transaction_params = {
transaction: {
account_id: @account.id,
name: "Test Transaction",
amount: 25.00,
date: Date.current,
currency: "USD",
nature: "expense"
}
}
assert_difference("@account.entries.count", 1) do
post api_v1_transactions_url,
params: transaction_params,
headers: api_headers(@api_key)
end
assert_response :created
response_data = JSON.parse(response.body)
assert_equal "Test Transaction", response_data["name"]
assert_equal @account.id, response_data["account"]["id"]
end
test "should reject create with read-only API key" do
transaction_params = {
transaction: {
account_id: @account.id,
name: "Test Transaction",
amount: 25.00,
date: Date.current
}
}
post api_v1_transactions_url,
params: transaction_params,
headers: api_headers(@read_only_api_key)
assert_response :forbidden
end
test "should reject create with invalid parameters" do
transaction_params = {
transaction: {
# Missing required fields
name: "Test Transaction"
}
}
post api_v1_transactions_url,
params: transaction_params,
headers: api_headers(@api_key)
assert_response :unprocessable_entity
end
test "should reject create without API key" do
post api_v1_transactions_url, params: { transaction: { name: "Test" } }
assert_response :unauthorized
end
# UPDATE action tests
test "should update transaction with valid parameters" do
update_params = {
transaction: {
name: "Updated Transaction Name",
amount: 30.00
}
}
put api_v1_transaction_url(@transaction),
params: update_params,
headers: api_headers(@api_key)
assert_response :success
response_data = JSON.parse(response.body)
assert_equal "Updated Transaction Name", response_data["name"]
end
test "should reject update with read-only API key" do
update_params = {
transaction: {
name: "Updated Transaction Name"
}
}
put api_v1_transaction_url(@transaction),
params: update_params,
headers: api_headers(@read_only_api_key)
assert_response :forbidden
end
test "should reject update for non-existent transaction" do
put api_v1_transaction_url(999999),
params: { transaction: { name: "Test" } },
headers: api_headers(@api_key)
assert_response :not_found
end
test "should reject update without API key" do
put api_v1_transaction_url(@transaction), params: { transaction: { name: "Test" } }
assert_response :unauthorized
end
# DESTROY action tests
test "should destroy transaction" do
entry_to_delete = @account.entries.create!(
name: "Transaction to Delete",
amount: 10.00,
currency: "USD",
date: Date.current,
entryable: Transaction.new
)
transaction_to_delete = entry_to_delete.transaction
assert_difference("@account.entries.count", -1) do
delete api_v1_transaction_url(transaction_to_delete), headers: api_headers(@api_key)
end
assert_response :success
response_data = JSON.parse(response.body)
assert response_data.key?("message")
end
test "should reject destroy with read-only API key" do
delete api_v1_transaction_url(@transaction), headers: api_headers(@read_only_api_key)
assert_response :forbidden
end
test "should reject destroy for non-existent transaction" do
delete api_v1_transaction_url(999999), headers: api_headers(@api_key)
assert_response :not_found
end
test "should reject destroy without API key" do
delete api_v1_transaction_url(@transaction)
assert_response :unauthorized
end
# JSON structure tests
test "transaction JSON should have expected structure" do
get api_v1_transaction_url(@transaction), headers: api_headers(@api_key)
assert_response :success
transaction_data = JSON.parse(response.body)
# Basic fields
assert transaction_data.key?("id")
assert transaction_data.key?("date")
assert transaction_data.key?("amount")
assert transaction_data.key?("currency")
assert transaction_data.key?("name")
assert transaction_data.key?("classification")
assert transaction_data.key?("created_at")
assert transaction_data.key?("updated_at")
# Account information
assert transaction_data.key?("account")
assert transaction_data["account"].key?("id")
assert transaction_data["account"].key?("name")
assert transaction_data["account"].key?("account_type")
# Optional fields should be present (even if nil)
assert transaction_data.key?("category")
assert transaction_data.key?("merchant")
assert transaction_data.key?("tags")
assert transaction_data.key?("transfer")
assert transaction_data.key?("notes")
end
test "transactions with transfers should include transfer information" do
# Create a transfer between two accounts to test transfer rendering
from_account = @family.accounts.create!(
name: "Transfer From Account",
balance: 1000,
currency: "USD",
accountable: Depository.new
)
to_account = @family.accounts.create!(
name: "Transfer To Account",
balance: 0,
currency: "USD",
accountable: Depository.new
)
transfer = Transfer::Creator.new(
family: @family,
source_account_id: from_account.id,
destination_account_id: to_account.id,
date: Date.current,
amount: 100
).create
get api_v1_transaction_url(transfer.inflow_transaction), headers: api_headers(@api_key)
assert_response :success
transaction_data = JSON.parse(response.body)
assert_not_nil transaction_data["transfer"]
assert transaction_data["transfer"].key?("id")
assert transaction_data["transfer"].key?("amount")
assert transaction_data["transfer"].key?("currency")
assert transaction_data["transfer"].key?("other_account")
end
private
def api_headers(api_key)
{ "X-Api-Key" => api_key.plain_key }
end
end