Commit Graph
7 Commits
Author SHA1 Message Date
siddharthd 91586ce4a4 test(intake): the second review pass, and CLAUDE.md for the rules it set
ci / lint-test (push) Successful in 45s
Six of the nine fixes have a test that fails against the previous tree: the
metadata row's currency, the Create-path hold, two concurrent batches booking
once, mrkdwn escaping including plain_text, the escaped currency, and
candidate-row currency.

Three do not, and the reason is the same each time — the window needs a crash
or a lost race that a test cannot force. Asserted instead: a stale metadataId
falls back to the live row rather than reporting a phantom write; two writes
racing to create a metadata row both resolve to one; the create path records a
baseline at all. All three passed before as well.
2026-08-21 18:23:52 +10:00
siddharthd b958d05287 test(db): resolve the integration DSN at run time instead of storing an IP (#161)
ci / lint-test (push) Successful in 1m5s
setup-test-db.sh wrote .env.test once with the Postgres container's bridge IP
baked in, and Docker reassigns those on recreation. The file rotted silently:
its stored 172.22.0.18 belongs to **gitea** as of today, and an earlier drift
had the suite pointing its TRUNCATE at **postgres-pantry** — which it would
have wiped had the credentials happened to match.

Root-cause fix: stop persisting a host at all.

- scripts/resolve-test-db.sh re-derives the DSN from the live container and
  rewrites .env.test. Resolution order is TEST_DATABASE_URL, then the
  container's published host port, then the bridge IP. `docker port
  postgres-personal` reports 127.0.0.1:5432 since the 2026-08-17 PG17
  migration, so loopback is what gets used here — and a loopback address
  cannot be reassigned to another container, which is the whole point.
  (Note this supersedes the smarthome CLAUDE.md's "postgres-personal publishes
  no host port"; that is now stale.) The bridge-IP fallback is kept for a host
  where the port is not published, and the script never prints the password.
- Wired as `pretest:integration`, so npm runs it before every integration run.
  .env.test becomes a generated artifact rather than stored configuration.
- setup-test-db.sh now only creates the database and copies the schema, then
  delegates to the resolver.
- helpers.ts::assertTestDatabase stays and its message now points at the
  resolver rather than at `docker inspect`. It still earns its place: running
  vitest directly bypasses the pretest hook, and a stale .env.test would then
  still be read.

Docs: CLAUDE.md gains a Testing section carrying this, the prisma-generate
trap for a fresh checkout or worktree, and the frozen-clock rule for tests
whose subject is defined relative to "now". AGENTS.md updated for the same, and
for lint now being blocking.
2026-08-21 00:52:54 +10:00
siddharthd cb7665ded1 Let everyone on a trip see it, and give payments their scope back
ci / lint-test (push) Successful in 52s
Trips were scoped to trips.owner_id, so Sonu saw no trips at all — despite
having paid for 104 of the tagged rows herself. Her own spending was invisible
on the only page organised around it.

A participant is now anyone with a split on, who paid for, or whose payment is
scoped to, a transaction tagged to the trip. Derived, not stored. A
trip_participants table was designed and rejected: the expenses already carry
the fact, and two records of one fact drift apart. Deriving it also excludes
Singapore + Bangkok 2026 from Sonu for free, which a table would have to be kept
in sync to do. Siddharth 4 trips, Sonu 3, Molina 1.

Everything about a trip is shared except delete. Both trip foreign keys are
ON DELETE SET NULL, so deleting Europe 2026 untags 210 transactions and NULLs
the trip scope on 6 payments — where the hand-derived Europe-first allocation
lives, which nothing recomputes. That stays with the owner.

Trip owed now returns both directions and nets neither. An obligation lives on a
row someone else paid for, so a viewer-as-payer figure can never hold it, and
Sonu's Europe read "you are owed $2,408.24" while omitting the $8,004.04 she
owed. Collapsing the two into a signed net is the tempting next step and would
have corrupted the scope allocation: the grouped-payment allocation cleared each
trip against the one-directional gross, so redefining the debt afterwards turns
$8,004.04 already allocated into an $802.75 over-allocation with household
understated by the same amount. Verified byte-identical — Auckland $1,505.64,
Europe Molina -$816.16, Europe Sonu $0.00, Sonu + Sunny $0.00.

getTransactions gained trip_all_rows so a participant sees the whole trip. It is
opt-in and not implied by trip_id, because the same endpoint backs the main
transactions list and its trip filter must keep owner scoping. Participation is
re-checked in SQL, so passing the flag for someone else's trip returns nothing.

Payments can finally say what they settle. trip_id has existed since migration
0022 but POST never read it and GET never returned it, so every payment made in
the app landed on household and the 9 trip-scoped rows were hand-written SQL.
"Both" needs no new shape — one row per scope sharing a linked_transaction_id.

Three write paths had no authorisation at all and were reachable by any
participant: assignTransactionsToTrip checked nothing, DELETE on a payment
deleted by bare id, and POST accepted any from/to pair. All three now check.

Also fixes the test suite, which was pointing at postgres-pantry: container IPs
move on recreation and 172.22.0.47 stopped being postgres-personal. It only
failed safe because the credentials did not match — resetDB now refuses to
truncate anything not named personal_test.

22 new tests, 276 passing, build clean.
2026-08-02 19:11:19 +10:00
siddharthd 0cb46a087b feat(orders): record what we thought of an order, per person
The ledger already knew we had ordered from a place; it did not know the
food was bad. Orders got repeated from places we disliked because nobody
remembered by the time the next one went in. That is what the receipt
ingestion was for (ING-9) and the last piece was missing: order_reviews
existed as a table with no API, no UI and no writes.

Four levels, not three. "Loved" and "liked" are both "would order again"
but only one is worth a detour, and "ok" is not a recommendation.

A verdict belongs to a person, not to an order. A shared meal produces
two opinions and they routinely disagree — that disagreement is the
useful part, and the old UNIQUE on transaction_id alone could not hold
it. Now UNIQUE (transaction_id, participant_id), and the default is the
signed-in user rather than the owner: Sonu authenticates through the same
Traefik OAuth as participant 4, so an owner default would have filed her
verdict under his name.

Per-item opinions key on the item DESCRIPTION, not its index. An index is
meaningless across orders; "the Pad Thai here is good" is the signal that
has to survive into the next order from the same merchant. Only the two
poles are offered — a per-item "ok" answers neither of the questions you
ask at order time.

Sharing is recorded as a real 50/50 split, not a decorative flag. The
split already IS the record that an order was shared, and two records of
one fact drift apart.

An ABSENT item_verdicts means "leave them alone"; an empty array clears
them. Without that distinction a note-only save silently wipes every
per-item opinion — the same shape as the bug that reset `settled` on
split rewrites, and just as invisible on screen. Mutation-tested: making
keepItems a no-op fails exactly one test.

mockDbWithPool gained queryRow. Omitting an export from the mock makes it
undefined at the call site, which fails as "not a function" and reads
like a code bug rather than a test-harness gap.
2026-07-28 15:31:22 +10:00
siddharthd 788219b9fd fix(splits): the cutover date, not a boolean, is what gates a balance
ci / lint-test (push) Successful in 46s
Nothing dated before 2026-01-09 can be owed, because carryover transaction 2348
already carries the entire pre-cutover balance as a single figure. ACTIVE_OBLIGATION
now says so directly.

This inverts which mechanism is load-bearing, and that is the point. Until now
the only thing keeping $37,233.28 of paid debt out of the balances was
transaction_splits.settled -- a boolean that any delete-and-recreate write path
resets to false, as the split modal did until commit 6add958. Losing the flag on
a pre-cutover row now costs nothing: the date still excludes it. The flag matters
only on or after the cutover, marking the few settled outside this app.

It also makes splitting history safe to do freely. A split on a 2024 grocery
shop can now describe how the expense was shared -- which is what stops it
inflating spend -- without asserting a debt that was settled years ago. That was
the whole reason not to split pre-2026 expenses, and it no longer applies.

The bound is inclusive because transaction 2348 is itself dated 2026-01-09; an
exclusive one would drop the carryover and with it the entire pre-cutover
balance.

Corrects one live figure: a Woolworths on 2026-01-06 was split 50/50 three days
before the cutover, double-counting $7.55 against the carryover. Sonu
$5,428.08 -> $5,420.53.

The test fixture default moved to 2026-06-15 -- it was 2024-06-15, which is now
pre-cutover and made every balance fixture read zero. That the suite caught this
is the guard working.
2026-07-28 13:52:30 +10:00
siddharthd 689fadc8b9 feat(shared): give a payment a tab to settle
A payment has only ever recorded from, to, amount and date. That is why
the per-trip owed figure did not exist — getTripAnalytics said so where
the number should have been: "split_payments carries no trip attribution,
so a payment cannot be assigned to a trip. Settlement is a property of the
whole relationship." Every trip therefore read 100% unsettled, including
trips paid in full.

It is also why the Shared page silently drops payments under a tag filter.
With one global pool there was nothing honest to subtract, so it showed
gross splits under the same label. A tag is a view; a scope is a ledger.

The scope is a trip, not a new settlement_contexts table. trips already
has owner_id, dates and archived, and transaction_overrides.trip_id
already decides membership. A second grouping beside it would be two
unsynchronised scopes over the same rows, with no invariant saying which
governs. NULL means the ongoing household tab, which never closes.

settled answers a different question and the two must not be collapsed:
trip_id is which tab, settled is whether the obligation is still live.
Critically, a live obligation is NOT settled by flipping the flag — it is
settled by recording the payment, and the balance nets to zero on its own.
Doing both would subtract the settlement twice. So settled is written only
by the historical import, for repayments made on a platform we no longer
run, and there is deliberately no "mark settled" action.

Both owed figures now exclude settled splits and the trip figure nets its
own payments. Spend analytics (myShare/mySplitOf) deliberately still count
settled rows: my half of a 2025 grocery shop is my spend whether or not the
other half was ever repaid, and filtering them would re-inflate exactly the
figures importing settled history exists to correct.

Also drops /api/participants/[id]/balance. It had no consumers, no owner
scoping, no debit/credit signs and no EXCLUDE_RECONCILED_SOURCE — a fourth
balance implementation that disagreed with the others and would have
imported three bugs if anything had aligned to it.

getTripAnalytics had no test at all. It has five now, including the one
that matters: a household payment must not make a trip look paid. Verified
by mutation — neutering the settled filter fails three, and dropping the
trip filter on payments fails that one.
2026-07-27 23:12:05 +10:00
siddharthd 1296555f17 test: add unit and integration test suites
- Extract evaluateCondition + rule types into src/lib/rules.ts for testability
- 48 unit tests for evaluateCondition (all fields/operators) and formatCategory
- 21 integration tests for getTransactions filters and getParticipantBalances
- Vitest configs for unit (vitest.config.ts) and integration (vitest.integration.config.ts)
- setup-test-db.sh creates personal_test DB from production schema via pg_dump
- Use vi.doMock + dynamic import pattern to isolate test DB from Prisma singleton
2026-04-01 19:59:29 +11:00