import { describe, it, expect, beforeEach, afterAll, vi } from "vitest"; import { createPool, mockDbWithPool, resetDB, seedParticipants, insertTransaction } from "./helpers"; // Create a pool and mock @/lib/db BEFORE any dynamic imports that use it. // vi.doMock is NOT hoisted so it can close over the pool instance. const pool = createPool(); mockDbWithPool(pool); // Dynamic import AFTER the mock ensures getTransactions / getParticipantBalances // use the test pool rather than Prisma's singleton. const { getTransactions, getParticipantBalances, getTripAnalytics, getTripById, getStatements, getTrips, isTripParticipant, assignTransactionsToTrip, deleteTrip, } = await import("@/lib/queries"); beforeEach(async () => { await resetDB(pool); }); afterAll(async () => { await pool.end(); vi.restoreAllMocks(); }); // ── getTransactions ─────────────────────────────────────────────────────────── describe("getTransactions — owner scoping", () => { it("returns only the owner's transactions", async () => { const { ownerId, otherId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "Alice groceries" }); await insertTransaction(pool, otherId, { description: "Bob petrol" }); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(data[0].description).toBe("Alice groceries"); }); it("includes transactions where owner is a split participant", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, otherId, { description: "Shared dinner" }); // Add Alice as a split participant await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, ownerId] ); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); expect(data.some((t) => t.description === "Shared dinner")).toBe(true); }); it("returns correct total count", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "tx1" }); await insertTransaction(pool, ownerId, { description: "tx2" }); await insertTransaction(pool, ownerId, { description: "tx3" }); const { total } = await getTransactions(ownerId, { limit: 2, offset: 0 }); expect(total).toBe(3); }); }); describe("getTransactions — date filters", () => { it("filters by from date", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "old tx", transaction_date: "2024-01-10" }); await insertTransaction(pool, ownerId, { description: "new tx", transaction_date: "2024-03-01" }); const { data } = await getTransactions(ownerId, { from: "2024-02-01", limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(data[0].description).toBe("new tx"); }); it("filters by to date", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "old tx", transaction_date: "2024-01-10" }); await insertTransaction(pool, ownerId, { description: "new tx", transaction_date: "2024-03-01" }); const { data } = await getTransactions(ownerId, { to: "2024-01-31", limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(data[0].description).toBe("old tx"); }); }); describe("getTransactions — category filter", () => { it("filters by category", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "Grocery run", category: "groceries" }); await insertTransaction(pool, ownerId, { description: "Dinner out", category: "dining" }); const { data } = await getTransactions(ownerId, { categories: ["groceries"], limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(data[0].description).toBe("Grocery run"); }); it("category override takes precedence over raw category", async () => { const { ownerId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { category: "dining" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, category_override) VALUES ($1, 'groceries')`, [txId] ); const { data: dining } = await getTransactions(ownerId, { categories: ["dining"], limit: 50, offset: 0 }); const { data: groceries } = await getTransactions(ownerId, { categories: ["groceries"], limit: 50, offset: 0 }); expect(dining).toHaveLength(0); // override hides original expect(groceries).toHaveLength(1); // override exposes new category }); }); describe("getTransactions — exclude_categories", () => { it("hides the excluded category", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "Grocery run", category: "groceries" }); await insertTransaction(pool, ownerId, { description: "Card payment", category: "transfers" }); const { data, total } = await getTransactions(ownerId, { exclude_categories: ["transfers"], limit: 50, offset: 0, }); expect(data).toHaveLength(1); expect(total).toBe(1); expect(data[0].description).toBe("Grocery run"); }); it("keeps uncategorised rows visible", async () => { // NULL <> ALL(...) is NULL, not true. Without the COALESCE an uncategorised // row would vanish from a filter that never named its category. const { ownerId } = await seedParticipants(pool); // insertTransaction defaults category to 'other', so insert directly. await pool.query( `INSERT INTO transactions (owner_id, statement_id, transaction_date, description, amount, transaction_type, category, row_index) VALUES ($1, NULL, '2026-06-15', 'Unknown thing', 100, 'debit', NULL, 0)`, [ownerId] ); const { data } = await getTransactions(ownerId, { exclude_categories: ["transfers"], limit: 50, offset: 0, }); expect(data).toHaveLength(1); expect(data[0].description).toBe("Unknown thing"); }); it("an explicit category pick beats the exclusion", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "Card payment", category: "transfers" }); const { data } = await getTransactions(ownerId, { categories: ["transfers"], exclude_categories: ["transfers"], limit: 50, offset: 0, }); expect(data).toHaveLength(1); }); it("respects the category override, not the raw category", async () => { const { ownerId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { description: "Was a transfer", category: "transfers" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, category_override) VALUES ($1, 'investment')`, [txId] ); const { data } = await getTransactions(ownerId, { exclude_categories: ["transfers"], limit: 50, offset: 0, }); expect(data).toHaveLength(1); }); }); describe("getTransactions — search filter", () => { it("searches description case-insensitively", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "COLES WYNDHAM" }); await insertTransaction(pool, ownerId, { description: "ALDI POINT COOK" }); const { data } = await getTransactions(ownerId, { search: "coles", limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(data[0].description).toBe("COLES WYNDHAM"); }); }); describe("getTransactions — amount filters", () => { it("filters by amount_min", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { amount: 20 }); await insertTransaction(pool, ownerId, { amount: 200 }); const { data } = await getTransactions(ownerId, { amount_min: 100, limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(Number(data[0].amount)).toBe(200); }); it("filters by amount_max", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { amount: 20 }); await insertTransaction(pool, ownerId, { amount: 200 }); const { data } = await getTransactions(ownerId, { amount_max: 50, limit: 50, offset: 0 }); expect(data).toHaveLength(1); expect(Number(data[0].amount)).toBe(20); }); }); describe("getTransactions — pagination", () => { it("respects limit and offset", async () => { const { ownerId } = await seedParticipants(pool); for (let i = 0; i < 5; i++) { await insertTransaction(pool, ownerId, { description: `tx-${i}`, transaction_date: `2024-0${i + 1}-01` }); } const page1 = await getTransactions(ownerId, { limit: 2, offset: 0 }); const page2 = await getTransactions(ownerId, { limit: 2, offset: 2 }); expect(page1.data).toHaveLength(2); expect(page2.data).toHaveLength(2); expect(page1.data[0].description).not.toBe(page2.data[0].description); expect(page1.total).toBe(5); }); }); describe("getTransactions — splits and tags attached", () => { it("attaches empty arrays when no splits or tags", async () => { const { ownerId } = await seedParticipants(pool); await insertTransaction(pool, ownerId); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); expect(data[0].splits).toEqual([]); expect(data[0].tags).toEqual([]); }); it("attaches split participants", async () => { const { ownerId, otherId } = await seedParticipants(pool, ["Alice", "Bob"]); const txId = await insertTransaction(pool, ownerId); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); expect(data[0].splits).toHaveLength(1); expect(data[0].splits[0].name).toBe("Bob"); expect(Number(data[0].splits[0].share_percent)).toBe(50); }); }); // ── getParticipantBalances ──────────────────────────────────────────────────── describe("getParticipantBalances", () => { it("shows zero balance when no splits", async () => { const { ownerId, otherId } = await seedParticipants(pool); void otherId; const balances = await getParticipantBalances(ownerId); expect(balances.every((b) => Number(b.total_owed) === 0)).toBe(true); }); it("calculates positive balance when participant owes owner", async () => { const { ownerId, otherId } = await seedParticipants(pool); // Alice pays $100, Bob owes 50% const txId = await insertTransaction(pool, ownerId, { amount: 100 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); const balances = await getParticipantBalances(ownerId); const bobBalance = balances.find((b) => b.id === otherId); expect(bobBalance).toBeDefined(); expect(Number(bobBalance!.total_owed)).toBeCloseTo(50); }); it("reduces balance after recording a payment", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { amount: 100 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); // Bob pays Alice $30 await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date) VALUES ($1, $2, 30, '2024-06-20')`, [otherId, ownerId] ); const balances = await getParticipantBalances(ownerId); const bobBalance = balances.find((b) => b.id === otherId); expect(Number(bobBalance!.total_owed)).toBeCloseTo(20); }); it("shows negative balance when owner owes participant", async () => { const { ownerId, otherId } = await seedParticipants(pool); // Bob pays $100 for a shared expense, Alice owes 50% const txId = await insertTransaction(pool, otherId, { amount: 100 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, ownerId] ); const balances = await getParticipantBalances(ownerId); const bobBalance = balances.find((b) => b.id === otherId); expect(Number(bobBalance!.total_owed)).toBeCloseTo(-50); }); it("unsettled_count reflects open splits", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tx1 = await insertTransaction(pool, ownerId, { amount: 100 }); const tx2 = await insertTransaction(pool, ownerId, { amount: 80 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50), ($3, $4, 50)`, [tx1, otherId, tx2, otherId] ); const balances = await getParticipantBalances(ownerId); const bobBalance = balances.find((b) => b.id === otherId); expect(bobBalance!.unsettled_count).toBe(2); }); }); describe("getTransactions — order provenance for the description sub-line", () => { it("carries the route and platform of an order-derived row", async () => { // Five rows all reading "Order - Uber Trip" are indistinguishable in the // list; where the trip went is the only thing that separates them, and it // was already stored. const { ownerId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { description: "Order - Uber Trip" }); await pool.query( `INSERT INTO expense_metadata (source, order_reference, platform, route, transaction_id) VALUES ('email', $1, 'uber', '[{"label":"Pick-up","time":"7:32 pm","address":"Terminal 2, Melbourne Airport (MEL), Tullamarine VIC 3045, Australia"}, {"label":"Drop-off","time":"8:10 pm","address":"19 Lady Penrhyn Dr, Wyndham Vale VIC 3024, Australia"}]'::jsonb, $2)`, [`route-${Date.now()}`, txId] ); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); const row = data.find((r) => r.id === txId)!; expect(row.order_platform).toBe("uber"); expect(row.order_route).toHaveLength(2); expect(row.order_route![0].address).toContain("Melbourne Airport"); }); it("resolves from the statement line for a card-settled order", async () => { // A card-settled order creates no transaction of its own (I5) — the // receipt points at the statement line through matched_transaction_id. const { ownerId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { description: "UBER *TRIP AUCKLAND" }); await pool.query( `INSERT INTO expense_metadata (source, order_reference, platform, route, matched_transaction_id) VALUES ('email', $1, 'uber', '[{"label":"Pick-up","time":null,"address":"64 Federal Street, Auckland 1010, NZ"}, {"label":"Drop-off","time":null,"address":"International Terminal, Auckland 2022, New Zealand"}]'::jsonb, $2)`, [`route-card-${Date.now()}`, txId] ); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); const row = data.find((r) => r.id === txId)!; expect(row.order_route).toHaveLength(2); }); it("leaves an ordinary transaction with no route", async () => { const { ownerId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { description: "COLES 1234" }); const { data } = await getTransactions(ownerId, { limit: 50, offset: 0 }); const row = data.find((r) => r.id === txId)!; expect(row.order_route).toBeNull(); expect(row.order_platform).toBeNull(); }); }); // ── settlement scope: settled + split_payments.trip_id (migration 0022) ─────── describe("getParticipantBalances — settled", () => { it("excludes a settled split from what is owed", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { amount: 100 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent, settled) VALUES ($1, $2, 50, true)`, [txId, otherId] ); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); expect(Number(bob!.total_owed)).toBeCloseTo(0); }); it("still counts an unsettled split alongside a settled one", async () => { const { ownerId, otherId } = await seedParticipants(pool); const settledTx = await insertTransaction(pool, ownerId, { amount: 100 }); const liveTx = await insertTransaction(pool, ownerId, { amount: 40 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent, settled) VALUES ($1, $2, 50, true), ($3, $2, 50, false)`, [settledTx, otherId, liveTx] ); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); // Only the live split counts: 50% of 40. expect(Number(bob!.total_owed)).toBeCloseTo(20); }); }); describe("getTripAnalytics — per-trip settlement", () => { async function seedTrip(ownerId: number, otherId: number) { const trip = await pool.query( `INSERT INTO trips (owner_id, name, start_date, end_date) VALUES ($1, 'Test Trip', '2026-03-01', '2026-03-10') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const txId = await insertTransaction(pool, ownerId, { amount: 200, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [txId, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); return tripId; } it("reports the gross share before any payment", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seedTrip(ownerId, otherId); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(Number(bob!.owed)).toBeCloseTo(100); }); it("nets off a payment scoped to that trip", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seedTrip(ownerId, otherId); await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 60, '2026-03-15', $3)`, [otherId, ownerId, tripId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(Number(bob!.owed)).toBeCloseTo(40); }); // The point of the whole scope column: settling the household tab must not // make a trip look paid. Before trip_id existed there was one global pool and // this distinction could not be expressed. it("ignores a household payment when reporting the trip", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seedTrip(ownerId, otherId); await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 60, '2026-03-15', NULL)`, [otherId, ownerId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(Number(bob!.owed)).toBeCloseTo(100); }); it("drops a settled split from the trip figure", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seedTrip(ownerId, otherId); await pool.query(`UPDATE transaction_splits SET settled = true WHERE participant_id = $1`, [otherId]); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(bob === undefined || Number(bob.owed) === 0).toBe(true); }); }); describe("getTripAnalytics — owner scoping", () => { it("ignores a trip expense someone else paid for", async () => { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Owner Scope Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; // Bob paid this one. Alice's share of it is a debt Alice owes Bob — it is // not something Bob owes Alice, so it must not appear on Alice's trip view. const bobPaid = await insertTransaction(pool, otherId, { amount: 500, category: "travel" }); await pool.query(`INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [bobPaid, tripId]); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50), ($1, $3, 50)`, [bobPaid, ownerId, otherId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(bob === undefined || Number(bob.owed) === 0).toBe(true); }); it("ignores a payment settled between the other two participants", async () => { const { ownerId, otherId } = await seedParticipants(pool); const third = await pool.query( `INSERT INTO participants (name, email) VALUES ('Carol', 'carol@example.com') RETURNING id` ); const carolId = third.rows[0].id as number; const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Third Party Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const txId = await insertTransaction(pool, ownerId, { amount: 300, category: "travel" }); await pool.query(`INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [txId, tripId]); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, carolId] ); // Carol pays Bob, not the owner. Carol still owes the owner $150. await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 150, '2026-03-15', $3)`, [carolId, otherId, tripId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const carol = participant_splits.find((r) => r.participant_id === carolId); expect(Number(carol!.owed)).toBeCloseTo(150); }); }); // A refunded trip expense must not still read as trip cost. These queries // filtered on debit/fee/interest, so a refund was dropped entirely and the // original purchase stood at full value. describe("getTripAnalytics — refunds reduce trip cost", () => { async function seedTripWithRefund(ownerId: number) { const trip = await pool.query( `INSERT INTO trips (owner_id, name, start_date, end_date) VALUES ($1, 'Refund Trip', '2026-03-01', '2026-03-10') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const spend = await insertTransaction(pool, ownerId, { amount: 200, category: "travel", description: "Hotel booking", transaction_date: "2026-03-02", }); const refund = await insertTransaction(pool, ownerId, { amount: 50, category: "travel", description: "Hotel partial refund", transaction_type: "refund", transaction_date: "2026-03-05", }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $3), ($2, $3)`, [spend, refund, tripId] ); return tripId; } it("nets the refund out of the category total", async () => { const { ownerId } = await seedParticipants(pool); const tripId = await seedTripWithRefund(ownerId); const { category_breakdown } = await getTripAnalytics(tripId, ownerId); const travel = category_breakdown.find((c) => c.category === "travel"); expect(Number(travel!.amount)).toBeCloseTo(150); }); it("nets the refund out of the trip's headline total_spend", async () => { const { ownerId } = await seedParticipants(pool); const tripId = await seedTripWithRefund(ownerId); const trip = await getTripById(tripId, ownerId); expect(Number(trip!.total_spend)).toBeCloseTo(150); }); it("shows the refund as a negative on its own day", async () => { const { ownerId } = await seedParticipants(pool); const tripId = await seedTripWithRefund(ownerId); const { daily_spend } = await getTripAnalytics(tripId, ownerId); const refundDay = daily_spend.find((d) => d.date === "2026-03-05"); expect(Number(refundDay!.amount)).toBeCloseTo(-50); }); // The owed side must be untouched: a refund carries no split, and the owed // query deliberately excludes credits. Netting cost must not move a balance. it("leaves what the other participant owes unchanged", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seedTripWithRefund(ownerId); const rows = await pool.query( `SELECT transaction_id FROM transaction_overrides WHERE trip_id = $1 ORDER BY transaction_id`, [tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [rows.rows[0].transaction_id, otherId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId); expect(Number(bob!.owed)).toBeCloseTo(100); }); }); // An account cannot be billed twice for the same day. The boundary handling is // the whole difficulty: these statements are issued back-to-back with one // period ending the day the next begins, so naive inclusive ranges flag every // consecutive pair. describe("getStatements — overlapping billing periods", () => { async function addStatement( ownerId: number, account: string, start: string | null, end: string | null ): Promise { const r = await pool.query( `INSERT INTO statements (filename, bank_name, account_number, owner_id, billing_start_date, billing_end_date) VALUES ($1, 'ANZ', $2, $3, $4, $5) RETURNING id`, [`stmt-${account}-${start}.pdf`, account, ownerId, start, end] ); return r.rows[0].id as number; } it("does not flag statements that merely touch at a boundary", async () => { const { ownerId } = await seedParticipants(pool); await addStatement(ownerId, "4085-56264", "2025-05-16", "2025-11-14"); await addStatement(ownerId, "4085-56264", "2025-11-14", "2026-05-15"); const rows = await getStatements(ownerId); expect(rows.every((r) => r.overlaps.length === 0)).toBe(true); }); it("flags a genuine overlap on both statements, with the day count", async () => { const { ownerId } = await seedParticipants(pool); const a = await addStatement(ownerId, "4085-56264", "2025-11-12", "2026-03-12"); const b = await addStatement(ownerId, "4085-56264", "2025-11-14", "2026-05-15"); const rows = await getStatements(ownerId); const rowA = rows.find((r) => r.id === a)!; const rowB = rows.find((r) => r.id === b)!; expect(rowA.overlaps).toEqual([{ id: b, days: 118 }]); expect(rowB.overlaps).toEqual([{ id: a, days: 118 }]); }); // The real duplicate got in because the existing key compared raw text and // ANZ wrote the same account both ways. it("matches the same account written with and without punctuation", async () => { const { ownerId } = await seedParticipants(pool); const a = await addStatement(ownerId, "408556264", "2025-11-12", "2026-03-12"); const b = await addStatement(ownerId, "4085-56264", "2025-11-14", "2026-05-15"); const rows = await getStatements(ownerId); expect(rows.find((r) => r.id === a)!.overlaps).toEqual([{ id: b, days: 118 }]); }); it("ignores a different account billing the same days", async () => { const { ownerId } = await seedParticipants(pool); await addStatement(ownerId, "4085-56264", "2025-11-12", "2026-03-12"); await addStatement(ownerId, "9999-11111", "2025-11-12", "2026-03-12"); const rows = await getStatements(ownerId); expect(rows.every((r) => r.overlaps.length === 0)).toBe(true); }); // NULL is unbounded to daterange, which would make an undated statement // overlap the entire history. it("does not treat an undated statement as overlapping everything", async () => { const { ownerId } = await seedParticipants(pool); await addStatement(ownerId, "4085-56264", "2025-11-12", "2026-03-12"); await addStatement(ownerId, "4085-56264", null, null); const rows = await getStatements(ownerId); expect(rows.every((r) => r.overlaps.length === 0)).toBe(true); }); }); // A statement imported twice puts every transaction in the overlap in the // ledger twice. The duplicate is superseded rather than deleted, because every // child of `transactions` cascades on delete. describe("superseded duplicates are excluded but kept", () => { it("hides a superseded row from the transaction list", async () => { const { ownerId } = await seedParticipants(pool); const keep = await insertTransaction(pool, ownerId, { description: "RAIZ INVESTMENT", amount: 1500 }); const dup = await insertTransaction(pool, ownerId, { description: "RAIZ INVESTMENT", amount: 1500 }); await pool.query(`UPDATE transactions SET superseded_by_id = $1 WHERE id = $2`, [keep, dup]); const { data, total } = await getTransactions(ownerId, { limit: 50, offset: 0 }); expect(total).toBe(1); expect(data.map((t) => t.id)).toEqual([keep]); }); it("keeps the superseded row and its children in the database", async () => { const { ownerId, otherId } = await seedParticipants(pool); const keep = await insertTransaction(pool, ownerId, { amount: 100 }); const dup = await insertTransaction(pool, ownerId, { amount: 100 }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [dup, otherId] ); await pool.query(`UPDATE transactions SET superseded_by_id = $1 WHERE id = $2`, [keep, dup]); const rows = await pool.query(`SELECT superseded_by_id FROM transactions WHERE id = $1`, [dup]); expect(rows.rows[0].superseded_by_id).toBe(keep); const kids = await pool.query(`SELECT count(*)::int AS n FROM transaction_splits WHERE transaction_id = $1`, [dup]); expect(kids.rows[0].n).toBe(1); }); // The point of excluding it: a split on a duplicate must not be owed twice. it("does not count a superseded row towards what someone owes", async () => { const { ownerId, otherId } = await seedParticipants(pool); const keep = await insertTransaction(pool, ownerId, { amount: 100 }); const dup = await insertTransaction(pool, ownerId, { amount: 100 }); for (const id of [keep, dup]) { await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [id, otherId] ); } await pool.query(`UPDATE transactions SET superseded_by_id = $1 WHERE id = $2`, [keep, dup]); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); expect(Number(bob!.total_owed)).toBeCloseTo(50); }); it("refuses to let a row supersede itself", async () => { const { ownerId } = await seedParticipants(pool); const id = await insertTransaction(pool, ownerId); await expect( pool.query(`UPDATE transactions SET superseded_by_id = $1 WHERE id = $1`, [id]) ).rejects.toThrow(); }); }); // Nothing before the cutover can be owed: carryover transaction 2348 already // carries the entire pre-cutover balance as one figure. Splits on older // transactions exist to describe how an expense was shared -- which keeps it // out of spend -- without asserting a debt. describe("the split cutover gates every balance", () => { it("ignores a split on a transaction before the cutover", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { amount: 100, transaction_date: "2026-01-08", }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); expect(Number(bob?.total_owed ?? 0)).toBeCloseTo(0); }); // Inclusive: transaction 2348, which carries the whole pre-cutover balance, // is itself dated 2026-01-09. An exclusive bound would drop it. it("counts a split dated exactly on the cutover", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { amount: 100, transaction_date: "2026-01-09", }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); expect(Number(bob!.total_owed)).toBeCloseTo(50); }); // The point of the date guard: it does not depend on `settled` surviving. it("still ignores a pre-cutover split whose settled flag was lost", async () => { const { ownerId, otherId } = await seedParticipants(pool); const txId = await insertTransaction(pool, ownerId, { amount: 200, transaction_date: "2025-06-01", }); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent, settled) VALUES ($1, $2, 50, false)`, [txId, otherId] ); const balances = await getParticipantBalances(ownerId); const bob = balances.find((b) => b.id === otherId); expect(Number(bob?.total_owed ?? 0)).toBeCloseTo(0); }); }); // ── Trip participation ──────────────────────────────────────────────────────── // // Trips were scoped to `trips.owner_id`, so a co-traveller saw nothing: Sonu // could not open a single trip despite paying for 104 of the tagged rows // herself. Participation is DERIVED from the expenses rather than stored as a // membership list, because a trip is all the expenses on one trip — and two // records of one fact drift apart. describe("trip participation — visibility", () => { /** A trip owned by `ownerId` with one row `ownerId` paid for. */ async function tripWithOwnerRow(ownerId: number, name = "Owned Trip") { const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, $2) RETURNING id`, [ownerId, name] ); const tripId = trip.rows[0].id as number; const txId = await insertTransaction(pool, ownerId, { amount: 200, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [txId, tripId] ); return { tripId, txId }; } it("shows a trip to its owner", async () => { const { ownerId } = await seedParticipants(pool); const { tripId } = await tripWithOwnerRow(ownerId); const trips = await getTrips(ownerId); expect(trips.map((t) => t.id)).toContain(tripId); }); it("shows a trip to someone holding a split on one of its rows", async () => { const { ownerId, otherId } = await seedParticipants(pool); const { tripId, txId } = await tripWithOwnerRow(ownerId); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); const trips = await getTrips(otherId); expect(trips.map((t) => t.id)).toContain(tripId); expect(await isTripParticipant(tripId, otherId)).toBe(true); }); it("shows a trip to someone who paid for one of its rows but holds no split", async () => { const { ownerId, otherId } = await seedParticipants(pool); const { tripId } = await tripWithOwnerRow(ownerId); const theirTx = await insertTransaction(pool, otherId, { amount: 80, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [theirTx, tripId] ); expect((await getTrips(otherId)).map((t) => t.id)).toContain(tripId); }); it("shows a trip to someone whose payment is scoped to it", async () => { const { ownerId, otherId } = await seedParticipants(pool); const { tripId } = await tripWithOwnerRow(ownerId); await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 50, '2026-06-20', $3)`, [otherId, ownerId, tripId] ); expect((await getTrips(otherId)).map((t) => t.id)).toContain(tripId); }); // The Singapore + Bangkok 2026 case. A trip nobody else took must not appear // just because trips became shareable — this is the whole reason // participation is derived from the expenses rather than granted. it("HIDES a trip from someone with no split, no row and no payment on it", async () => { const { ownerId, otherId } = await seedParticipants(pool); const { tripId } = await tripWithOwnerRow(ownerId, "Solo Trip"); expect((await getTrips(otherId)).map((t) => t.id)).not.toContain(tripId); expect(await isTripParticipant(tripId, otherId)).toBe(false); expect(await getTripById(tripId, otherId)).toBeNull(); }); }); describe("trip owed — both directions, never netted", () => { /** `payerId` paid a $200 travel row on the trip; `splitId` holds 50% of it. */ async function seed(payerId: number, splitId: number, ownerId: number) { const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Pair Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const txId = await insertTransaction(pool, payerId, { amount: 200, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [txId, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, splitId] ); return tripId; } it("the payer sees it as owed to them, with nothing on the mirror", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId)!; expect(Number(bob.owed)).toBeCloseTo(100); expect(Number(bob.i_owe)).toBeCloseTo(0); expect(Number(bob.i_owe_gross)).toBeCloseTo(0); }); // The figure that could not exist before. An obligation lives on a row someone // ELSE paid for, so a viewer-as-payer query can never contain it — which is // why Sonu's Europe page read "you are owed $2,408.24" while omitting the // $8,004.04 she owed. it("the split holder sees the same figure as owed BY them", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); const { participant_splits } = await getTripAnalytics(tripId, otherId); const alice = participant_splits.find((r) => r.participant_id === ownerId)!; expect(Number(alice.i_owe)).toBeCloseTo(100); expect(Number(alice.owed)).toBeCloseTo(0); }); // Europe 2026: paid in full, so the net is zero but the gross is not — the UI // needs both to say "settled" rather than a bare "0.00". it("keeps gross and paid alongside the net so a paid-up trip reads as settled", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 100, '2026-06-20', $3)`, [otherId, ownerId, tripId] ); const asPayer = await getTripAnalytics(tripId, ownerId); const bob = asPayer.participant_splits.find((r) => r.participant_id === otherId)!; expect(Number(bob.owed)).toBeCloseTo(0); expect(Number(bob.owed_gross)).toBeCloseTo(100); expect(Number(bob.paid_to_me)).toBeCloseTo(100); const asDebtor = await getTripAnalytics(tripId, otherId); const alice = asDebtor.participant_splits.find((r) => r.participant_id === ownerId)!; expect(Number(alice.i_owe)).toBeCloseTo(0); expect(Number(alice.i_owe_gross)).toBeCloseTo(100); expect(Number(alice.paid_by_me)).toBeCloseTo(100); }); // The API returns both halves whole; the trip page nets them for display. The // halves must stay separately available so that net is decomposable — a net // nobody can audit is how a wrong figure survives, and it is what let Europe // read "settled" while concealing 56 rows Sonu had paid. it("returns each direction whole rather than pre-netted", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); // A second row, paid the other way, so both directions are live at once. const theirTx = await insertTransaction(pool, otherId, { amount: 60, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [theirTx, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [theirTx, ownerId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId)!; expect(Number(bob.owed)).toBeCloseTo(100); expect(Number(bob.i_owe)).toBeCloseTo(30); // What the page displays as the single settle-up figure. expect(Number(bob.owed) - Number(bob.i_owe)).toBeCloseTo(70); }); // Europe 2026's shape exactly: her side paid in full, his side never paid at // all. The one-directional view called that "settled"; the net must not. it("nets a fully-paid side against an unpaid opposite side", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); // Bob pays his $100 share in full, scoped to the trip. await pool.query( `INSERT INTO split_payments (from_participant_id, to_participant_id, amount, payment_date, trip_id) VALUES ($1, $2, 100, '2026-06-20', $3)`, [otherId, ownerId, tripId] ); // But Alice holds a share of something Bob paid for, and never settled it. const bobsTx = await insertTransaction(pool, otherId, { amount: 40, category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [bobsTx, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [bobsTx, ownerId] ); const { participant_splits } = await getTripAnalytics(tripId, ownerId); const bob = participant_splits.find((r) => r.participant_id === otherId)!; expect(Number(bob.owed)).toBeCloseTo(0); // his side: settled expect(Number(bob.i_owe)).toBeCloseTo(20); // her side: never paid expect(Number(bob.owed) - Number(bob.i_owe)).toBeCloseTo(-20); // net: you owe them }); it("reports whether the viewer owns the trip", async () => { const { ownerId, otherId } = await seedParticipants(pool); const tripId = await seed(ownerId, otherId, ownerId); expect((await getTripAnalytics(tripId, ownerId)).viewer_is_owner).toBe(true); expect((await getTripAnalytics(tripId, otherId)).viewer_is_owner).toBe(false); }); }); describe("getTransactions — trip_all_rows", () => { async function seedSharedTrip() { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Shared Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; // One row Bob holds a split on — this is what makes him a participant. const shared = await insertTransaction(pool, ownerId, { description: "Shared hotel", category: "travel" }); // One row Bob has no stake in whatsoever. const solo = await insertTransaction(pool, ownerId, { description: "Alice solo museum", category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2), ($3, $2)`, [shared, tripId, solo] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [shared, otherId] ); return { ownerId, otherId, tripId }; } it("gives a participant every row on the trip", async () => { const { otherId, tripId } = await seedSharedTrip(); const { data } = await getTransactions(otherId, { trip_id: String(tripId), trip_all_rows: true, limit: 50, offset: 0, }); expect(data.map((r) => r.description).sort()).toEqual(["Alice solo museum", "Shared hotel"]); }); // The main transactions page filters by trip through this same endpoint. If // the widening were implied by trip_id, filtering your own ledger by a trip // would silently fill it with someone else's rows and skew its totals. it("keeps owner scoping when the flag is absent", async () => { const { otherId, tripId } = await seedSharedTrip(); const { data } = await getTransactions(otherId, { trip_id: String(tripId), limit: 50, offset: 0, }); expect(data.map((r) => r.description)).toEqual(["Shared hotel"]); }); it("returns nothing to a non-participant who passes the flag", async () => { const { ownerId } = await seedSharedTrip(); const stranger = await pool.query( `INSERT INTO participants (name) VALUES ('Carol') RETURNING id` ); const carolId = stranger.rows[0].id as number; const trip = await pool.query(`SELECT id FROM trips LIMIT 1`); const { data } = await getTransactions(carolId, { trip_id: String(trip.rows[0].id), trip_all_rows: true, limit: 50, offset: 0, }); expect(data).toHaveLength(0); expect(ownerId).toBeGreaterThan(0); }); it("does not widen anything when trip_id is 'unassigned'", async () => { const { ownerId, otherId } = await seedParticipants(pool); await insertTransaction(pool, ownerId, { description: "Alice untripped" }); await insertTransaction(pool, otherId, { description: "Bob untripped" }); const { data } = await getTransactions(otherId, { trip_id: "unassigned", trip_all_rows: true, limit: 50, offset: 0, }); expect(data.map((r) => r.description)).toEqual(["Bob untripped"]); }); }); describe("assignTransactionsToTrip — authorisation", () => { it("refuses a trip the caller does not participate in", async () => { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Private Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const bobsTx = await insertTransaction(pool, otherId, { description: "Bob lunch" }); await expect(assignTransactionsToTrip(tripId, [bobsTx], otherId)).rejects.toThrow(/participant/i); }); // The hole this closed: the function took no caller at all, so any // authenticated participant could move any transaction id into any trip. it("silently skips transactions the caller cannot see", async () => { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Alice Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const mine = await insertTransaction(pool, ownerId, { description: "Alice flight" }); const theirs = await insertTransaction(pool, otherId, { description: "Bob private" }); const moved = await assignTransactionsToTrip(tripId, [mine, theirs], ownerId); expect(moved).toBe(1); const rows = await pool.query( `SELECT transaction_id FROM transaction_overrides WHERE trip_id = $1`, [tripId] ); expect(rows.rows.map((r) => r.transaction_id)).toEqual([mine]); }); it("lets a participant assign their own transaction to the trip", async () => { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Joint Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; // Make Bob a participant first. const seedTx = await insertTransaction(pool, ownerId, { category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [seedTx, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [seedTx, otherId] ); const bobsTx = await insertTransaction(pool, otherId, { description: "Bob taxi" }); expect(await assignTransactionsToTrip(tripId, [bobsTx], otherId)).toBe(1); }); }); // Delete is the one thing that stayed owner-only. Both trip foreign keys are // ON DELETE SET NULL, so deleting a trip untags every transaction on it and // drops the trip scope from its payments — including a hand-derived allocation // that nothing recomputes. describe("deleteTrip — owner only", () => { it("does not delete when a non-owner participant asks", async () => { const { ownerId, otherId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Precious Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; const txId = await insertTransaction(pool, ownerId, { category: "travel" }); await pool.query( `INSERT INTO transaction_overrides (transaction_id, trip_id) VALUES ($1, $2)`, [txId, tripId] ); await pool.query( `INSERT INTO transaction_splits (transaction_id, participant_id, share_percent) VALUES ($1, $2, 50)`, [txId, otherId] ); // Bob can see it... expect(await getTripById(tripId, otherId)).not.toBeNull(); await deleteTrip(tripId, otherId); // ...and still cannot remove it, nor untag its transaction. expect(await getTripById(tripId, ownerId)).not.toBeNull(); const still = await pool.query( `SELECT trip_id FROM transaction_overrides WHERE transaction_id = $1`, [txId] ); expect(still.rows[0].trip_id).toBe(tripId); }); it("deletes when the owner asks", async () => { const { ownerId } = await seedParticipants(pool); const trip = await pool.query( `INSERT INTO trips (owner_id, name) VALUES ($1, 'Doomed Trip') RETURNING id`, [ownerId] ); const tripId = trip.rows[0].id as number; await deleteTrip(tripId, ownerId); expect(await getTripById(tripId, ownerId)).toBeNull(); }); });