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https://github.com/maybe-finance/maybe.git
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1aae00f586
* 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
332 lines
11 KiB
Ruby
332 lines
11 KiB
Ruby
require "test_helper"
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class Transaction::SearchTest < ActiveSupport::TestCase
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include EntriesTestHelper
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setup do
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@family = families(:dylan_family)
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@checking_account = accounts(:depository)
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@credit_card_account = accounts(:credit_card)
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@loan_account = accounts(:loan)
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# Clean up existing entries/transactions from fixtures to ensure test isolation
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@family.accounts.each { |account| account.entries.delete_all }
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end
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test "search filters by transaction types using kind enum" do
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# Create different types of transactions using the helper method
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standard_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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category: categories(:food_and_drink),
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kind: "standard"
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)
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transfer_entry = create_transaction(
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account: @checking_account,
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amount: 200,
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kind: "funds_movement"
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)
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payment_entry = create_transaction(
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account: @credit_card_account,
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amount: -300,
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kind: "cc_payment"
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)
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loan_payment_entry = create_transaction(
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account: @loan_account,
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amount: 400,
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kind: "loan_payment"
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)
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one_time_entry = create_transaction(
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account: @checking_account,
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amount: 500,
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kind: "one_time"
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)
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# Test transfer type filter (includes loan_payment)
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transfer_results = Transaction::Search.new(@family, filters: { types: [ "transfer" ] }).transactions_scope
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transfer_ids = transfer_results.pluck(:id)
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assert_includes transfer_ids, transfer_entry.entryable.id
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assert_includes transfer_ids, payment_entry.entryable.id
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assert_includes transfer_ids, loan_payment_entry.entryable.id
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assert_not_includes transfer_ids, one_time_entry.entryable.id
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assert_not_includes transfer_ids, standard_entry.entryable.id
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# Test expense type filter (excludes transfer kinds but includes one_time)
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expense_results = Transaction::Search.new(@family, filters: { types: [ "expense" ] }).transactions_scope
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expense_ids = expense_results.pluck(:id)
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assert_includes expense_ids, standard_entry.entryable.id
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assert_includes expense_ids, one_time_entry.entryable.id
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assert_not_includes expense_ids, loan_payment_entry.entryable.id
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assert_not_includes expense_ids, transfer_entry.entryable.id
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assert_not_includes expense_ids, payment_entry.entryable.id
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# Test income type filter
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income_entry = create_transaction(
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account: @checking_account,
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amount: -600,
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kind: "standard"
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)
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income_results = Transaction::Search.new(@family, filters: { types: [ "income" ] }).transactions_scope
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income_ids = income_results.pluck(:id)
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assert_includes income_ids, income_entry.entryable.id
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assert_not_includes income_ids, standard_entry.entryable.id
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assert_not_includes income_ids, loan_payment_entry.entryable.id
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assert_not_includes income_ids, transfer_entry.entryable.id
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# Test combined expense and income filter (excludes transfer kinds but includes one_time)
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non_transfer_results = Transaction::Search.new(@family, filters: { types: [ "expense", "income" ] }).transactions_scope
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non_transfer_ids = non_transfer_results.pluck(:id)
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assert_includes non_transfer_ids, standard_entry.entryable.id
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assert_includes non_transfer_ids, income_entry.entryable.id
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assert_includes non_transfer_ids, one_time_entry.entryable.id
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assert_not_includes non_transfer_ids, loan_payment_entry.entryable.id
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assert_not_includes non_transfer_ids, transfer_entry.entryable.id
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assert_not_includes non_transfer_ids, payment_entry.entryable.id
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end
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test "search category filter handles uncategorized transactions correctly with kind filtering" do
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# Create uncategorized transactions of different kinds
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uncategorized_standard = create_transaction(
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account: @checking_account,
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amount: 100,
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kind: "standard"
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)
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uncategorized_transfer = create_transaction(
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account: @checking_account,
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amount: 200,
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kind: "funds_movement"
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)
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uncategorized_loan_payment = create_transaction(
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account: @loan_account,
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amount: 300,
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kind: "loan_payment"
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)
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# Search for uncategorized transactions
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uncategorized_results = Transaction::Search.new(@family, filters: { categories: [ "Uncategorized" ] }).transactions_scope
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uncategorized_ids = uncategorized_results.pluck(:id)
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# Should include standard uncategorized transactions
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assert_includes uncategorized_ids, uncategorized_standard.entryable.id
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# Should include loan_payment since it's treated specially in category logic
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assert_includes uncategorized_ids, uncategorized_loan_payment.entryable.id
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# Should exclude transfer transactions even if uncategorized
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assert_not_includes uncategorized_ids, uncategorized_transfer.entryable.id
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end
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test "new family-based API works correctly" do
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# Create transactions for testing
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transaction1 = create_transaction(
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account: @checking_account,
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amount: 100,
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category: categories(:food_and_drink),
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kind: "standard"
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)
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transaction2 = create_transaction(
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account: @checking_account,
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amount: 200,
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kind: "funds_movement"
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)
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# Test new family-based API
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search = Transaction::Search.new(@family, filters: { types: [ "expense" ] })
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results = search.transactions_scope
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result_ids = results.pluck(:id)
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# Should include expense transactions
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assert_includes result_ids, transaction1.entryable.id
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# Should exclude transfer transactions
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assert_not_includes result_ids, transaction2.entryable.id
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# Test that the relation builds from family.transactions correctly
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assert_equal @family.transactions.joins(entry: :account).where(
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"entries.amount >= 0 AND NOT (transactions.kind IN ('funds_movement', 'cc_payment', 'loan_payment'))"
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).count, results.count
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end
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test "family-based API requires family parameter" do
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assert_raises(NoMethodError) do
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search = Transaction::Search.new({ types: [ "expense" ] })
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search.transactions_scope # This will fail when trying to call .transactions on a Hash
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end
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end
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# Totals method tests (lifted from Transaction::TotalsTest)
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test "totals computes basic expense and income totals" do
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# Create expense transaction
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expense_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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category: categories(:food_and_drink),
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kind: "standard"
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)
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# Create income transaction
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income_entry = create_transaction(
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account: @checking_account,
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amount: -200,
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kind: "standard"
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)
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search = Transaction::Search.new(@family)
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totals = search.totals
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assert_equal 2, totals.count
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assert_equal Money.new(100, "USD"), totals.expense_money # $100
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assert_equal Money.new(200, "USD"), totals.income_money # $200
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end
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test "totals handles multi-currency transactions with exchange rates" do
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# Create EUR transaction
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eur_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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currency: "EUR",
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kind: "standard"
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)
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# Create exchange rate EUR -> USD
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ExchangeRate.create!(
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from_currency: "EUR",
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to_currency: "USD",
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rate: 1.1,
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date: eur_entry.date
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)
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# Create USD transaction
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usd_entry = create_transaction(
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account: @checking_account,
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amount: 50,
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currency: "USD",
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kind: "standard"
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)
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search = Transaction::Search.new(@family)
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totals = search.totals
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assert_equal 2, totals.count
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# EUR 100 * 1.1 + USD 50 = 110 + 50 = 160
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assert_equal Money.new(160, "USD"), totals.expense_money
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assert_equal Money.new(0, "USD"), totals.income_money
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end
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test "totals handles missing exchange rates gracefully" do
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# Create EUR transaction without exchange rate
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eur_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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currency: "EUR",
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kind: "standard"
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)
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search = Transaction::Search.new(@family)
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totals = search.totals
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assert_equal 1, totals.count
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# Should use rate of 1 when exchange rate is missing
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assert_equal Money.new(100, "USD"), totals.expense_money # EUR 100 * 1
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assert_equal Money.new(0, "USD"), totals.income_money
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end
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test "totals respects category filters" do
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# Create transactions in different categories
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food_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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category: categories(:food_and_drink),
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kind: "standard"
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)
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other_entry = create_transaction(
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account: @checking_account,
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amount: 50,
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category: categories(:income),
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kind: "standard"
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)
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# Filter by food category only
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search = Transaction::Search.new(@family, filters: { categories: [ "Food & Drink" ] })
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totals = search.totals
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assert_equal 1, totals.count
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assert_equal Money.new(100, "USD"), totals.expense_money # Only food transaction
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assert_equal Money.new(0, "USD"), totals.income_money
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end
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test "totals respects type filters" do
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# Create expense and income transactions
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expense_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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kind: "standard"
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)
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income_entry = create_transaction(
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account: @checking_account,
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amount: -200,
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kind: "standard"
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)
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# Filter by expense type only
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search = Transaction::Search.new(@family, filters: { types: [ "expense" ] })
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totals = search.totals
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assert_equal 1, totals.count
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assert_equal Money.new(100, "USD"), totals.expense_money
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assert_equal Money.new(0, "USD"), totals.income_money
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end
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test "totals handles empty results" do
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search = Transaction::Search.new(@family)
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totals = search.totals
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assert_equal 0, totals.count
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assert_equal Money.new(0, "USD"), totals.expense_money
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assert_equal Money.new(0, "USD"), totals.income_money
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end
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test "totals respects excluded transactions filter from search" do
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# Create an excluded transaction (should be excluded by default)
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excluded_entry = create_transaction(
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account: @checking_account,
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amount: 100,
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kind: "standard"
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)
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excluded_entry.update!(excluded: true) # Marks it as excluded
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# Create a normal transaction
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normal_entry = create_transaction(
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account: @checking_account,
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amount: 50,
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kind: "standard"
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)
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# Default behavior should exclude excluded transactions
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search = Transaction::Search.new(@family)
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totals = search.totals
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assert_equal 1, totals.count
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assert_equal Money.new(50, "USD"), totals.expense_money # Only non-excluded transaction
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# Explicitly include excluded transactions
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search_with_excluded = Transaction::Search.new(@family, filters: { excluded_transactions: true })
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totals_with_excluded = search_with_excluded.totals
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assert_equal 2, totals_with_excluded.count
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assert_equal Money.new(150, "USD"), totals_with_excluded.expense_money # Both transactions
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end
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end
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