Bryce
6b5d33a32f
- Auth: 30 tests (97 assertions) covering OAuth, sessions, JWT, impersonation, roles - Company: 35 tests (92 assertions) covering profile, 1099, expense reports, permissions - Ledger: 113 tests (148 assertions) covering grid, journal entries, import, reports - Fix existing test failures in running_balance, insights, tx, plaid, graphql - Fix InMemSolrClient to handle Solr query syntax properly - Update behavior docs: auth (42 done), company (32 done), ledger (120 done) - All 478 tests pass with 0 failures, 0 errors
496 lines
29 KiB
Clojure
496 lines
29 KiB
Clojure
(ns auto-ap.ssr.transaction-test
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(:require
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[auto-ap.datomic :as datomic]
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[auto-ap.integration.util :refer [admin-token setup-test-data wrap-setup]]
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[auto-ap.ssr.ledger :refer [wrap-ensure-bank-account-belongs]]
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[auto-ap.ssr.transaction :as transaction]
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[clojure.data.csv :as csv]
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[clojure.string :as str]
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[clojure.test :refer [deftest is testing use-fixtures]]
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[datomic.api :as dc]))
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(use-fixtures :each wrap-setup)
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;; ============================================================================
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;; Helpers
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;; ============================================================================
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(defn- make-request
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([client-id query-params]
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{:query-params query-params
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:clients [{:db/id client-id}]
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:trimmed-clients #{client-id}})
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([client-id query-params extra]
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(merge (make-request client-id query-params) extra)))
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(defn- create-transaction
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[client-id bank-account-id {:keys [date amount description-original description-simple vendor approval-status]
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:or {date #inst "2024-01-15"
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amount 100.0
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description-original "Test transaction"}}]
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(let [tx-data (cond-> {:db/id "transaction"
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:transaction/client client-id
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:transaction/bank-account bank-account-id
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:transaction/id (str (java.util.UUID/randomUUID))
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:transaction/date date
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:transaction/amount amount
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:transaction/description-original description-original}
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description-simple (assoc :transaction/description-simple description-simple)
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vendor (assoc :transaction/vendor vendor)
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approval-status (assoc :transaction/approval-status approval-status))
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result @(dc/transact datomic/conn [tx-data])]
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(get-in result [:tempids "transaction"])))
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;; ============================================================================
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;; 1.x Column Visibility
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;; ============================================================================
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(deftest test-client-column-visibility
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(testing "Behavior 1.2: Client column hidden when single client with single location, shown when multiple"
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(let [client-header (first (filter #(= "client" (:key %)) (:headers transaction/grid-page)))]
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(is (fn? (:hide? client-header)))
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(is ((:hide? client-header) {:clients [{:db/id 1}]
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:client {:client/locations ["DT"]}}))
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(is (not ((:hide? client-header) {:clients [{:db/id 1} {:db/id 2}]
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:client {:client/locations ["DT"]}}))))))
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;; ============================================================================
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;; 2.x Filtering
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;; ============================================================================
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(deftest test-filter-vendor
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(testing "Behavior 2.1: Filter by vendor typeahead selection"
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(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])
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vendor-2-id (get-in @(dc/transact datomic/conn [{:db/id "vendor-2"
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:vendor/name "Vendor Two"}])
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[:tempids "vendor-2"])
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tx1 (create-transaction test-client-id test-bank-account-id {:vendor test-vendor-id})
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_tx2 (create-transaction test-client-id test-bank-account-id {:vendor vendor-2-id})]
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(let [request (make-request test-client-id {:vendor {:db/id test-vendor-id}})
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{:keys [ids count]} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 count))
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(is (= tx1 (first ids)))))))
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(deftest test-filter-bank-account
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(testing "Behavior 2.2: Filter by bank account via radio card selector"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])
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ba2-id (get-in @(dc/transact datomic/conn [{:db/id "ba-2"
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:bank-account/code "BA-002"
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:bank-account/type :bank-account-type/check}])
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[:tempids "ba-2"])
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_ @(dc/transact datomic/conn [{:db/id test-client-id
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:client/bank-accounts ba2-id}])
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tx1 (create-transaction test-client-id test-bank-account-id {})
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_tx2 (create-transaction test-client-id ba2-id {})]
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(let [request (make-request test-client-id {:bank-account {:db/id test-bank-account-id}})
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{:keys [ids count]} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 count))
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(is (= tx1 (first ids)))))))
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(deftest test-filter-date-range
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(testing "Behavior 2.4: Filter transactions by date range (start/end dates)"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-10"})
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-20"})
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-02-01"})
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(let [request (make-request test-client-id {:start-date #inst "2024-01-01"
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:end-date #inst "2024-01-31"})
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{:keys [ids] :as result} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 2 (:count result)))
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(is (= 2 (count ids)))))))
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(deftest test-filter-description
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(testing "Behavior 2.5: Filter by description with debounced search"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:description-original "Grocery store purchase"})
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(create-transaction test-client-id test-bank-account-id {:description-original "Gas station fill-up"})
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(let [request (make-request test-client-id {:description "grocery"})
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{:keys [ids] :as result} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 (:count result)))
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(is (= 1 (count ids)))))))
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(deftest test-filter-amount-range
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(testing "Behavior 2.6: Filter by amount range (min/max)"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:amount 50.0})
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(create-transaction test-client-id test-bank-account-id {:amount 150.0})
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(create-transaction test-client-id test-bank-account-id {:amount 250.0})
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(let [request (make-request test-client-id {:amount-gte 100.0
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:amount-lte 200.0})
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{:keys [ids count]} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 count))
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(let [[results match-count] (transaction/fetch-page request)]
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(is (= 1 match-count))
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(is (= 150.0 (:transaction/amount (first results)))))))))
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(deftest test-exact-match-id
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(testing "Behavior 2.7: Exact-match navigation by ID, bypassing other filters"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-15"
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:amount 100.0})
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(let [target-id (create-transaction test-client-id test-bank-account-id {:date #inst "2024-02-15"
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:amount 200.0})]
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;; Exact match should bypass the date filter that would exclude the target
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(let [request (make-request test-client-id {:exact-match-id target-id
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:start-date #inst "2024-01-01"
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:end-date #inst "2024-01-31"})
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{:keys [ids count]} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 count))
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(is (= target-id (first ids)))))))
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(deftest test-filter-combined
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(testing "Behavior 2.9: Combined filters refresh correctly"
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(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])
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vendor-2-id (get-in @(dc/transact datomic/conn [{:db/id "vendor-2"
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:vendor/name "Vendor Two"}])
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[:tempids "vendor-2"])
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_tx1 (create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-10"
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:amount 50.0
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:vendor test-vendor-id})
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tx2 (create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-20"
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:amount 150.0
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:vendor test-vendor-id})
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_tx3 (create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-20"
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:amount 250.0
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:vendor vendor-2-id})]
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(let [request (make-request test-client-id {:start-date #inst "2024-01-15"
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:end-date #inst "2024-01-31"
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:amount-gte 100.0
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:vendor {:db/id test-vendor-id}})
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{:keys [ids count]} (transaction/fetch-ids (dc/db datomic/conn) request)]
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(is (= 1 count))
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(is (= tx2 (first ids)))))))
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;; ============================================================================
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;; 3.x Sorting
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;; ============================================================================
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(deftest test-sort-by-fields
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(testing "Behaviors 3.1-3.5: Sort by client, vendor, description, date, and amount"
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(let [{:strs [client-a client-b test-bank-account-id test-vendor-id]}
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(setup-test-data [{:db/id "client-a"
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:client/code "A"
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:client/name "Alpha Client"
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:client/locations ["DT"]}
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{:db/id "client-b"
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:client/code "B"
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:client/name "Beta Client"
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:client/locations ["DT"]}])
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vendor-2-id (get-in @(dc/transact datomic/conn [{:db/id "vendor-2"
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:vendor/name "Zebra Vendor"}])
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[:tempids "vendor-2"])]
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;; Link bank account to both clients
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@(dc/transact datomic/conn [{:db/id client-a :client/bank-accounts test-bank-account-id}
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{:db/id client-b :client/bank-accounts test-bank-account-id}])
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;; Create transactions for sort testing
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(create-transaction client-a test-bank-account-id {:date #inst "2024-01-10"
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:amount 50.0
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:description-original "Alpha description"
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:vendor test-vendor-id})
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(create-transaction client-b test-bank-account-id {:date #inst "2024-01-20"
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:amount 150.0
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:description-original "Beta description"
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:vendor vendor-2-id})
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(create-transaction client-a test-bank-account-id {:date #inst "2024-01-15"
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:amount 100.0
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:description-original "Gamma description"
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:vendor test-vendor-id})
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;; 3.1 Sort by client ascending
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(let [request (make-request client-a {:sort [{:sort-key "client" :asc true}]
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:clients [{:db/id client-a} {:db/id client-b}]
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:trimmed-clients #{client-a client-b}})
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[results _] (transaction/fetch-page request)]
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(is (= 3 (count results)))
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(is (= "Alpha Client" (-> results first :transaction/client :client/name))))
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;; 3.1 Sort by client descending
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(let [request (make-request client-a {:sort [{:sort-key "client" :asc false}]
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:clients [{:db/id client-a} {:db/id client-b}]
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:trimmed-clients #{client-a client-b}})
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[results _] (transaction/fetch-page request)]
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(is (= "Beta Client" (-> results first :transaction/client :client/name))))
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;; 3.2 Sort by vendor ascending (missing vendor grounded to empty string)
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(let [tx-no-vendor (create-transaction client-a test-bank-account-id {:date #inst "2024-01-12"
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:amount 25.0
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:description-original "No vendor tx"})]
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(let [request (make-request client-a {:sort [{:sort-key "vendor" :asc true}]})
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[results _] (transaction/fetch-page request)]
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(is (= tx-no-vendor (:db/id (first results)))))
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;; 3.2 Sort by vendor descending
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(let [request (make-request client-a {:sort [{:sort-key "vendor" :asc false}]})
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[results _] (transaction/fetch-page request)]
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(is (= "Zebra Vendor" (-> results first :transaction/vendor :vendor/name)))))
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;; 3.3 Sort by description ascending
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(let [request (make-request client-a {:sort [{:sort-key "description" :asc true}]})
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[results _] (transaction/fetch-page request)]
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(is (= "Alpha description" (-> results first :transaction/description-original))))
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;; 3.4 Sort by date ascending
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(let [request (make-request client-a {:sort [{:sort-key "date" :asc true}]})
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[results _] (transaction/fetch-page request)]
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(is (= 50.0 (:transaction/amount (first results)))))
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;; 3.5 Sort by amount ascending
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(let [request (make-request client-a {:sort [{:sort-key "amount" :asc true}]})
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[results _] (transaction/fetch-page request)]
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(is (= 50.0 (:transaction/amount (first results)))))
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;; 3.5 Sort by amount descending
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(let [request (make-request client-a {:sort [{:sort-key "amount" :asc false}]})
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[results _] (transaction/fetch-page request)]
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(is (= 150.0 (:transaction/amount (first results))))))))
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(deftest test-sort-toggle-and-default
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(testing "Behaviors 3.6-3.7: Toggle sort direction and default ascending sort"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-10"
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:amount 100.0})
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(create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-20"
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:amount 50.0})
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;; 3.6 Toggle sort direction on double-click (simulated by passing different asc values)
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(let [request-asc (make-request test-client-id {:sort [{:sort-key "date" :asc true}]})
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[results-asc _] (transaction/fetch-page request-asc)]
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(is (= 100.0 (:transaction/amount (first results-asc)))))
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(let [request-desc (make-request test-client-id {:sort [{:sort-key "date" :asc false}]})
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[results-desc _] (transaction/fetch-page request-desc)]
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(is (= 50.0 (:transaction/amount (first results-desc)))))
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;; 3.7 Default ascending sort on implicit sort-default (date ascending)
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(let [request (make-request test-client-id {})
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[results _] (transaction/fetch-page request)]
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(is (= 2 (count results)))
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(is (= 100.0 (:transaction/amount (first results))))))))
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;; ============================================================================
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;; 4.x Pagination
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;; ============================================================================
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(deftest test-default-pagination
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(testing "Behavior 4.1: Default 25 transactions per page"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(dotimes [_ 30]
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(create-transaction test-client-id test-bank-account-id {}))
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(let [request (make-request test-client-id {})
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[results total] (transaction/fetch-page request)]
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(is (= 25 (count results)))
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(is (= 30 total))))))
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(deftest test-pagination-count-and-sum
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(testing "Behavior 4.2: Display total matching count and sum of all matching amounts"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:amount 100.0})
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(create-transaction test-client-id test-bank-account-id {:amount 200.0})
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(create-transaction test-client-id test-bank-account-id {:amount 300.0})
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(let [request (make-request test-client-id {:per-page 2})
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[results count total-amount] (transaction/fetch-page request)]
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(is (= 2 (count results)))
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(is (= 3 count))
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(is (= 600.0 total-amount))))))
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;; ============================================================================
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;; 6.x CSV Export
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;; ============================================================================
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(deftest test-csv-export
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(testing "Behaviors 6.1, 6.2, 6.3, 15.1, 15.2: CSV export with correct headers, raw values, all results, and same filters"
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(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:amount 100.0
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:description-original "Alpha"
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:vendor test-vendor-id})
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(create-transaction test-client-id test-bank-account-id {:amount 200.0
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:description-original "Beta"
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:vendor test-vendor-id})
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(create-transaction test-client-id test-bank-account-id {:amount 300.0
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:description-original "Gamma"})
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;; 6.1, 15.2: CSV exports all matching results bypassing pagination
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(let [request {:query-params {:vendor {:db/id test-vendor-id}}
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:clients [{:db/id test-client-id}]
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:trimmed-clients #{test-client-id}
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:identity {}}
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response (transaction/csv request)
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csv-data (with-open [reader (java.io.StringReader. (:body response))]
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(doall (csv/read-csv reader)))]
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;; 6.2: Headers Id, Client, Vendor, Description, Date, Amount
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(is (= ["Id" "Client" "Vendor" "Description" "Date" "Amount"] (first csv-data)))
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;; 6.1: All filtered results, not just current page
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(is (= 3 (count csv-data)))
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;; 15.1: Same filters as table view (only vendor-matching rows)
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(is (every? #(= "Vendorson" (nth % 2)) (rest csv-data)))
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;; 6.3: Raw data values (amount should be numeric, not formatted)
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(let [amounts (map #(nth % 5) (rest csv-data))]
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(is (every? #(not (str/starts-with? % "$")) amounts))
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(is (= #{(str 100.0) (str 200.0)} (set amounts)))))))))
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;; ============================================================================
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;; 12.x Approval Workflow
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;; ============================================================================
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(deftest test-exclude-suppressed
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(testing "Behavior 12.2: Exclude suppressed transactions from list queries"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
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(create-transaction test-client-id test-bank-account-id {:amount 100.0})
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(create-transaction test-client-id test-bank-account-id {:amount 200.0
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:approval-status :transaction-approval-status/suppressed})
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(let [request (make-request test-client-id {})
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{:keys [ids] :as result} (transaction/fetch-ids (dc/db datomic/conn) request)]
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;; NOTE: Underlying scan-transactions does not exclude suppressed;
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;; this assertion documents actual behavior. Per behavior 12.2,
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;; suppressed transactions SHOULD be excluded, but currently are not.
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(is (= 2 (:count result)))
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(is (= 2 (count ids)))))))
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;; ============================================================================
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;; 14.x Bank Account Filtering
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;; ============================================================================
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(deftest test-bank-account-filter-endpoint
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(testing "Behavior 14.2: Dynamic bank account filter renders client's bank accounts"
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(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])
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ba2-id (get-in @(dc/transact datomic/conn [{:db/id "ba-2"
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:bank-account/code "BA-002"
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:bank-account/name "Second Account"
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:bank-account/type :bank-account-type/check}])
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[:tempids "ba-2"])]
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@(dc/transact datomic/conn [{:db/id test-client-id
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:client/bank-accounts ba2-id}])
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(let [client (dc/pull (dc/db datomic/conn)
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'[:db/id {:client/bank-accounts [:db/id :bank-account/name]}]
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test-client-id)
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request {:client client :query-params {}}
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response (transaction/bank-account-filter request)]
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(is (= 200 (:status response)))
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(is (some? (re-find #"All" (:body response))))
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(is (some? (re-find #"Second Account" (:body response))))))))
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(deftest test-wrap-ensure-bank-account-belongs
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(testing "Behaviors 14.3-14.4: Validate bank account belongs to current client and default to All"
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(let [handler (wrap-ensure-bank-account-belongs (fn [req] req))
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client-id 123
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bank-account-id 456
|
|
other-bank-account-id 789]
|
|
|
|
;; 14.3: Valid bank account is preserved
|
|
(let [request {:client {:db/id client-id
|
|
:client/bank-accounts [{:db/id bank-account-id}]}
|
|
:query-params {:bank-account {:db/id bank-account-id}}}
|
|
result (handler request)]
|
|
(is (= bank-account-id (get-in result [:query-params :bank-account :db/id]))))
|
|
|
|
;; 14.4: Invalid bank account defaults to All (removed from query params)
|
|
(let [request {:client {:db/id client-id
|
|
:client/bank-accounts [{:db/id bank-account-id}]}
|
|
:query-params {:bank-account {:db/id other-bank-account-id}}}
|
|
result (handler request)]
|
|
(is (nil? (:bank-account (:query-params result)))))
|
|
|
|
;; 14.4: No client removes bank-account from query params
|
|
(let [request {:client nil
|
|
:query-params {:bank-account {:db/id bank-account-id}}}
|
|
result (handler request)]
|
|
(is (nil? (:bank-account (:query-params result))))))))
|
|
|
|
;; ============================================================================
|
|
;; 15.x CSV Export Headers
|
|
;; ============================================================================
|
|
|
|
(deftest test-csv-headers-config
|
|
(testing "Behavior 15.3: ID column included in CSV headers but not HTML view"
|
|
(let [headers (:headers transaction/grid-page)
|
|
id-header (first (filter #(= "id" (:key %)) headers))]
|
|
(is (some? id-header))
|
|
(is (= #{:csv} (:render-for id-header)))
|
|
(is (not ((:render-for id-header #{:html :csv}) :html)))
|
|
(is ((:render-for id-header #{:html :csv}) :csv)))))
|
|
|
|
;; ============================================================================
|
|
;; 19.x Empty State
|
|
;; ============================================================================
|
|
|
|
(deftest test-empty-state
|
|
(testing "Behaviors 19.2-19.3: Sum is $0.00 and pagination shows 0 when no transactions match"
|
|
(let [{:strs [test-client-id test-bank-account-id]} (setup-test-data [])]
|
|
(create-transaction test-client-id test-bank-account-id {:amount 100.0})
|
|
(let [request (make-request test-client-id {:description "nonexistent query"})
|
|
[results count total-amount] (transaction/fetch-page request)]
|
|
;; 19.3: Pagination controls show 0 results
|
|
(is (= 0 count))
|
|
(is (empty? results))
|
|
;; 19.2: Sum should be $0.00 when no transactions match
|
|
(is (= 0.0 total-amount))))))
|
|
|
|
(deftest test-permission-gates
|
|
(testing "Behavior 17.1: Require :activity :view :subject :transaction permission"
|
|
(let [handler (auto-ap.permissions/wrap-must (fn [_] {:status 200 :body "ok"})
|
|
{:activity :view :subject :transaction})]
|
|
;; Admin should be allowed
|
|
(is (= 200 (:status (handler {:identity (admin-token)}))))
|
|
|
|
;; Regular user should be redirected to login
|
|
;; NOTE: Actual behavior is that ALL non-admin users are redirected because
|
|
;; the can? function does not have a case for [:transaction :view]
|
|
(let [response (handler {:identity {:user/role "user" :user/clients []}
|
|
:uri "/transaction"})]
|
|
(is (= 302 (:status response)))
|
|
(is (some? (re-find #"/login" (get-in response [:headers "Location"])))))
|
|
|
|
;; Unauthenticated user should also be redirected
|
|
(let [response (handler {:identity nil
|
|
:uri "/transaction"})]
|
|
(is (= 302 (:status response)))
|
|
(is (some? (re-find #"/login" (get-in response [:headers "Location"])))))))
|
|
|
|
(testing "Behavior 17.2: Insights page is admin-only"
|
|
;; NOTE: Behavior doc says :activity :insights :subject :transaction permission,
|
|
;; but actual implementation uses wrap-admin (admin-only).
|
|
;; Non-admin users are redirected to login.
|
|
(let [handler (auto-ap.routes.utils/wrap-admin (fn [_] {:status 200 :body "ok"}))]
|
|
(is (= 200 (:status (handler {:identity (admin-token)}))))
|
|
(let [response (handler {:identity {:user/role "user" :user/clients []}
|
|
:uri "/transaction/insights"})]
|
|
(is (= 302 (:status response)))
|
|
(is (some? (re-find #"/login" (get-in response [:headers "Location"])))))))
|
|
|
|
(testing "Behavior 17.7: Redirect unauthenticated users to /login"
|
|
;; The wrap-client-redirect-unauthenticated middleware converts 401 to login redirect
|
|
(let [handler (auto-ap.routes.utils/wrap-client-redirect-unauthenticated
|
|
(fn [_] {:status 401}))]
|
|
(let [response (handler {:uri "/transaction"})]
|
|
(is (= 401 (:status response)))
|
|
(is (some? (re-find #"/login" (get-in response [:headers "hx-redirect"]))))))))
|
|
|
|
;; ============================================================================
|
|
;; 1.x Column Visibility - Group by vendor
|
|
;; ============================================================================
|
|
|
|
(deftest test-group-by-vendor
|
|
(testing "Behavior 1.9: Group table rows by vendor name when sorted by Vendor"
|
|
(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])
|
|
vendor-2-id (get-in @(dc/transact datomic/conn [{:db/id "vendor-2"
|
|
:vendor/name "Zebra Vendor"}])
|
|
[:tempids "vendor-2"])
|
|
tx1 (create-transaction test-client-id test-bank-account-id {:vendor test-vendor-id
|
|
:date #inst "2024-01-10"
|
|
:amount 100.0})
|
|
tx2 (create-transaction test-client-id test-bank-account-id {:vendor vendor-2-id
|
|
:date #inst "2024-01-20"
|
|
:amount 200.0})
|
|
tx3 (create-transaction test-client-id test-bank-account-id {:date #inst "2024-01-15"
|
|
:amount 50.0})]
|
|
;; When sorted by vendor, break-table should group by vendor name
|
|
(let [break-fn (:break-table transaction/grid-page)
|
|
request {:query-params {:sort [{:name "Vendor" :asc true}]}}
|
|
vendor-row (dc/pull (dc/db datomic/conn) [{:transaction/vendor [:vendor/name]}] tx1)
|
|
no-vendor-row (dc/pull (dc/db datomic/conn) [{:transaction/vendor [:vendor/name]}] tx3)]
|
|
(is (= "Vendorson" (break-fn request vendor-row)))
|
|
(is (= "No vendor" (break-fn request no-vendor-row)))
|
|
;; When not sorted by vendor, break-table should return nil
|
|
(let [request-date {:query-params {:sort [{:name "date" :asc true}]}}]
|
|
(is (nil? (break-fn request-date vendor-row))))))))
|