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ROLAC/API/ROLAC.API.Tests/Services/ExpenseServiceTests.cs
T
Chris Chen fa3e75a333
ci-cd-vm / ci-cd (push) Successful in 2m24s
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2026-06-25 10:22:01 -07:00

446 lines
19 KiB
C#

using Microsoft.EntityFrameworkCore;
using System.Security.Claims;
using System.Text;
using Microsoft.AspNetCore.Http;
using Moq;
using ROLAC.API.Data;
using ROLAC.API.Data.Interceptors;
using ROLAC.API.DTOs.Expense;
using ROLAC.API.Entities;
using ROLAC.API.Entities.Logging;
using ROLAC.API.Services;
using ROLAC.API.Services.Logging;
using ROLAC.API.Services.Storage;
using ROLAC.API.Tests.TestSupport;
using Xunit;
namespace ROLAC.API.Tests.Services;
public class ExpenseServiceTests
{
private sealed class FakeStorage : IFileStorage
{
public Dictionary<string, byte[]> Files = new();
public Task<string> SaveAsync(Stream c, string p, CancellationToken ct = default)
{ using var ms = new MemoryStream(); c.CopyTo(ms); Files[p] = ms.ToArray(); return Task.FromResult(p); }
public Task<Stream?> OpenReadAsync(string p, CancellationToken ct = default)
=> Task.FromResult<Stream?>(Files.TryGetValue(p, out var b) ? new MemoryStream(b) : null);
public Task DeleteAsync(string p, CancellationToken ct = default) { Files.Remove(p); return Task.CompletedTask; }
}
private static AppDbContext BuildDb(string userId)
{
var claims = new[] { new Claim(ClaimTypes.NameIdentifier, userId) };
var ctx = new DefaultHttpContext { User = new(new ClaimsIdentity(claims)) };
var mock = new Mock<IHttpContextAccessor>();
mock.Setup(x => x.HttpContext).Returns(ctx);
return new AppDbContext(new DbContextOptionsBuilder<AppDbContext>()
.UseInMemoryDatabase(Guid.NewGuid().ToString())
.AddInterceptors(new AuditSaveChangesInterceptor(new ROLAC.API.Services.Logging.CurrentUserAccessor(mock.Object))).Options);
}
private static (ExpenseService svc, AppDbContext db, FakeStorage fs) Build(string userId = "u1")
{
var db = BuildDb(userId);
db.Ministries.Add(new Ministry { Id = 1, Name_en = "Worship" });
db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 1, Name_en = "Equipment" });
db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 1, GroupId = 1, Name_en = "Purchase" });
db.SaveChanges();
var fs = new FakeStorage();
return (SvcAs(db, fs, userId), db, fs);
}
private static ExpenseService SvcAs(AppDbContext db, FakeStorage fs, string userId)
{
var http = new Mock<IHttpContextAccessor>();
var ctx = new DefaultHttpContext { User = new(new ClaimsIdentity(new[] { new Claim(ClaimTypes.NameIdentifier, userId) })) };
http.Setup(x => x.HttpContext).Returns(ctx);
return new ExpenseService(db, http.Object, fs, ROLAC.API.Tests.TestSupport.NullAuditLogger.Instance);
}
private static ExpenseService SvcAs(AppDbContext db, FakeStorage fs, string userId, IAuditLogger audit)
{
var http = new Mock<IHttpContextAccessor>();
var ctx = new DefaultHttpContext { User = new(new ClaimsIdentity(new[] { new Claim(ClaimTypes.NameIdentifier, userId) })) };
http.Setup(x => x.HttpContext).Returns(ctx);
return new ExpenseService(db, http.Object, fs, audit);
}
// Builds a service whose principal carries ONLY the "sub" claim (no NameIdentifier),
// mirroring the real JWT (NameClaimType="sub", MapInboundClaims=false).
private static ExpenseService SvcWithSubClaim(AppDbContext db, FakeStorage fs, string userId)
{
var http = new Mock<IHttpContextAccessor>();
var ctx = new DefaultHttpContext { User = new(new ClaimsIdentity(new[] { new Claim("sub", userId) })) };
http.Setup(x => x.HttpContext).Returns(ctx);
return new ExpenseService(db, http.Object, fs, ROLAC.API.Tests.TestSupport.NullAuditLogger.Instance);
}
private static CreateExpenseRequest Reimb() => new()
{
Type = "StaffReimbursement", MinistryId = 1,
Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 45.50m } },
Description = "Batteries", ExpenseDate = new DateOnly(2026, 5, 28),
};
private static UpdateExpenseRequest CloneToUpdate(CreateExpenseRequest r) => new()
{
Type = r.Type, MinistryId = r.MinistryId,
Lines = r.Lines.Select(l => new ExpenseLineInput
{
CategoryGroupId = l.CategoryGroupId, SubCategoryId = l.SubCategoryId,
Amount = l.Amount, FunctionalClass = l.FunctionalClass, Description = l.Description,
}).ToList(),
Description = r.Description,
VendorName = r.VendorName, MemberId = r.MemberId, CheckNumber = r.CheckNumber,
ExpenseDate = r.ExpenseDate, Notes = r.Notes,
};
[Fact]
public async Task Create_Reimbursement_ResolvesUserId_FromSubClaim()
{
// Regression: the real JWT exposes the user id as "sub", not ClaimTypes.NameIdentifier.
// SubmittedBy must be the sub value (not "system"), or the self-ownership guard breaks.
var db = BuildDb("ignored");
db.Ministries.Add(new Ministry { Id = 1, Name_en = "Worship" });
db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 1, Name_en = "Equipment" });
db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 1, GroupId = 1, Name_en = "Purchase" });
await db.SaveChangesAsync();
var svc = SvcWithSubClaim(db, new FakeStorage(), "user-guid-123");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
var e = await db.Expenses.FindAsync(id);
Assert.Equal("user-guid-123", e!.SubmittedBy);
}
[Fact]
public async Task Create_Vendor_AsFinance_IsPendingApproval()
{
var (svc, db, _) = Build();
var r = Reimb(); r.Type = "VendorPayment"; r.VendorName = "ABC"; r.CheckNumber = "2051";
var id = await svc.CreateAsync(r, isFinance: true);
Assert.Equal("PendingApproval", (await db.Expenses.FindAsync(id))!.Status);
}
[Fact]
public async Task Create_Reimbursement_AsFinance_OnBehalf_IsPendingApproval_AndLinksPickedMember()
{
// Finance entering on behalf of a member (member explicitly picked) goes straight to the
// approval queue and links the picked member.
var (svc, db, _) = Build();
db.Members.Add(new Member { Id = 9, FirstName_en = "Pat", LastName_en = "Vendor" });
await db.SaveChangesAsync();
var r = Reimb(); r.MemberId = 9;
var id = await svc.CreateAsync(r, isFinance: true);
var e = await db.Expenses.FindAsync(id);
Assert.Equal("PendingApproval", e!.Status);
Assert.Equal(9, e.MemberId);
}
[Fact]
public async Task Create_Reimbursement_AsFinance_SelfService_LinksCallerMember_AndIsDraft()
{
// Regression: a finance/super_admin user filing their OWN reimbursement via "My Reimbursements"
// sends no MemberId. The entry must link to the caller's own member (so the Payee shows their
// legal name) and stay a Draft until they explicitly Submit — not jump to PendingApproval with
// a null member.
var (svc, db, _) = Build("u1");
db.Members.Add(new Member { Id = 7, FirstName_en = "Grace", LastName_en = "Lee" });
db.Users.Add(new AppUser { Id = "u1", MemberId = 7 });
await db.SaveChangesAsync();
var id = await svc.CreateAsync(Reimb(), isFinance: true); // no MemberId on the request
var e = await db.Expenses.FindAsync(id);
Assert.Equal(7, e!.MemberId);
Assert.Equal("Draft", e.Status);
}
[Fact]
public async Task Create_Reimbursement_AsMember_IsDraft_WithSubmitter()
{
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
var e = await db.Expenses.FindAsync(id);
Assert.Equal("Draft", e!.Status);
Assert.Equal("alice", e.SubmittedBy);
}
[Fact]
public async Task StateMachine_HappyPath_Submit_Approve_Pay()
{
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
Assert.Equal("PendingApproval", (await db.Expenses.FindAsync(id))!.Status);
await svc.ApproveAsync(id);
Assert.Equal("Approved", (await db.Expenses.FindAsync(id))!.Status);
await svc.PayAsync(id, "3001", new DateOnly(2026, 6, 1));
var paid = await db.Expenses.FindAsync(id);
Assert.Equal("Paid", paid!.Status);
Assert.Equal("3001", paid.CheckNumber);
}
[Fact]
public async Task Approve_FromDraft_Throws()
{
var (svc, _, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await Assert.ThrowsAsync<InvalidOperationException>(() => svc.ApproveAsync(id));
}
[Fact]
public async Task Reject_RecordsNotes_AndStatus()
{
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
await svc.RejectAsync(id, "Missing receipt");
var e = await db.Expenses.FindAsync(id);
Assert.Equal("Rejected", e!.Status);
Assert.Equal("Missing receipt", e.ReviewNotes);
}
[Fact]
public async Task Update_OthersDraft_AsNonFinance_Throws()
{
var (aliceSvc, db, fs) = Build("alice");
var id = await aliceSvc.CreateAsync(Reimb(), isFinance: false);
var bobSvc = SvcAs(db, fs, "bob");
await Assert.ThrowsAsync<InvalidOperationException>(() =>
bobSvc.UpdateAsync(id, CloneToUpdate(Reimb()), isFinance: false));
}
[Fact]
public async Task Update_OwnPendingApproval_AsNonFinance_Succeeds()
{
// After Submit a reimbursement sits in PendingApproval; the owner may still correct it.
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
Assert.Equal("PendingApproval", (await db.Expenses.FindAsync(id))!.Status);
var edit = CloneToUpdate(Reimb());
edit.Lines[0].Amount = 99.99m;
await svc.UpdateAsync(id, edit, isFinance: false);
var e = await db.Expenses.FindAsync(id);
Assert.Equal(99.99m, e!.Amount);
Assert.Equal("PendingApproval", e.Status);
}
[Fact]
public async Task Update_OwnApproved_AsNonFinance_Throws()
{
// Once approved, the owner can no longer edit.
var (svc, db, fs) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
await SvcAs(db, fs, "finance").ApproveAsync(id);
await Assert.ThrowsAsync<InvalidOperationException>(() =>
svc.UpdateAsync(id, CloneToUpdate(Reimb()), isFinance: false));
}
[Fact]
public async Task SaveReceipt_OwnPendingApproval_AsNonFinance_Succeeds()
{
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
using var input = new MemoryStream(Encoding.UTF8.GetBytes("img"));
await svc.SaveReceiptAsync(id, input, "r.jpg", isFinance: false);
Assert.NotNull(await svc.OpenReceiptAsync(id, isFinance: true));
}
[Fact]
public async Task SoftDelete_HidesFromQueries()
{
var (svc, db, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.DeleteAsync(id, isFinance: true);
Assert.Null(await db.Expenses.FirstOrDefaultAsync(e => e.Id == id));
}
[Fact]
public async Task Create_PersistsFunctionalClass_AndGetReturnsIt()
{
var db = BuildDb("u1");
db.Ministries.Add(new ROLAC.API.Entities.Ministry { Id = 1, Name_en = "Admin" });
db.ExpenseCategoryGroups.Add(new ROLAC.API.Entities.ExpenseCategoryGroup { Id = 1, Name_en = "Other" });
db.ExpenseSubCategories.Add(new ROLAC.API.Entities.ExpenseSubCategory { Id = 1, GroupId = 1, Name_en = "Misc" });
await db.SaveChangesAsync();
var svc = SvcAs(db, new FakeStorage(), "u1");
var id = await svc.CreateAsync(new CreateExpenseRequest
{
Type = "VendorPayment", MinistryId = 1,
Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 50m, FunctionalClass = "ManagementGeneral" } },
Description = "x", ExpenseDate = new DateOnly(2026, 5, 1),
}, isFinance: true);
var dto = await svc.GetByIdAsync(id);
Assert.Equal("ManagementGeneral", dto!.Lines.Single().FunctionalClass);
}
[Fact]
public async Task Create_MultiLine_SetsHeaderTotal_AndRoundTripsLines()
{
var (svc, db, _) = Build("u1");
db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 2, Name_en = "Food & Beverage" });
db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 2, GroupId = 2, Name_en = "Snacks" });
await db.SaveChangesAsync();
var r = new CreateExpenseRequest
{
Type = "VendorPayment", MinistryId = 1, VendorName = "Costco",
Description = "Mixed invoice", ExpenseDate = new DateOnly(2026, 5, 1),
Lines =
{
new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 30m },
new ExpenseLineInput { CategoryGroupId = 2, SubCategoryId = 2, Amount = 12.50m },
},
};
var id = await svc.CreateAsync(r, isFinance: true);
Assert.Equal(42.50m, (await db.Expenses.FindAsync(id))!.Amount);
var dto = await svc.GetByIdAsync(id);
Assert.Equal(2, dto!.Lines.Count);
Assert.Equal(42.50m, dto.Amount);
Assert.Equal(2, dto.LineCount);
}
[Fact]
public async Task Create_WithNoLines_Throws()
{
var (svc, _, _) = Build("u1");
var r = Reimb(); r.Lines.Clear();
await Assert.ThrowsAsync<InvalidOperationException>(() => svc.CreateAsync(r, isFinance: false));
}
[Fact]
public async Task Update_ReplacesLines_AndRecomputesTotal()
{
var (svc, db, _) = Build("alice");
db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 2, Name_en = "Food & Beverage" });
db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 2, GroupId = 2, Name_en = "Snacks" });
await db.SaveChangesAsync();
var id = await svc.CreateAsync(Reimb(), isFinance: false);
var edit = CloneToUpdate(Reimb());
edit.Lines = new()
{
new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 10m },
new ExpenseLineInput { CategoryGroupId = 2, SubCategoryId = 2, Amount = 5m },
};
await svc.UpdateAsync(id, edit, isFinance: false);
Assert.Equal(15m, (await db.Expenses.FindAsync(id))!.Amount);
Assert.Equal(2, await db.ExpenseLines.CountAsync(l => l.ExpenseId == id));
}
[Fact]
public async Task Receipt_SaveThenOpen_RoundTrips()
{
var (svc, _, _) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
using var input = new MemoryStream(Encoding.UTF8.GetBytes("img"));
await svc.SaveReceiptAsync(id, input, "r.jpg", isFinance: false);
var got = await svc.OpenReceiptAsync(id, isFinance: true);
Assert.NotNull(got);
}
[Fact]
public async Task Reject_WritesAuditEntry_WithReason()
{
var (svc, db, fs) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
var audit = new CapturingAuditLogger();
await SvcAs(db, fs, "finance", audit).RejectAsync(id, "Receipt unclear, please retake");
var entry = Assert.Single(audit.Entries);
Assert.Equal(AuditActions.ExpenseRejected, entry.Action);
Assert.Equal(AuditCategories.Business, entry.Category);
Assert.Equal(nameof(ROLAC.API.Entities.Expense), entry.EntityName);
Assert.Equal(id.ToString(), entry.EntityId);
Assert.Contains("Receipt unclear", entry.Summary);
}
[Fact]
public async Task Resubmit_FromRejected_ReturnsToPending_AndClearsReview()
{
var (svc, db, fs) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
await SvcAs(db, fs, "finance").RejectAsync(id, "Receipt missing");
// Owner fixes the issue and re-submits.
await svc.SubmitAsync(id);
var e = await db.Expenses.FindAsync(id);
Assert.Equal("PendingApproval", e!.Status);
Assert.Null(e.ReviewedBy);
Assert.Null(e.ReviewedAt);
Assert.Null(e.ReviewNotes);
}
[Fact]
public async Task Update_OwnRejected_AsNonFinance_Succeeds()
{
// A rejected reimbursement can be corrected by its owner before re-submitting.
var (svc, db, fs) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
await SvcAs(db, fs, "finance").RejectAsync(id, "Amount does not match receipt");
var edit = CloneToUpdate(Reimb());
edit.Lines[0].Amount = 77.77m;
await svc.UpdateAsync(id, edit, isFinance: false);
var e = await db.Expenses.FindAsync(id);
Assert.Equal(77.77m, e!.Amount);
Assert.Equal("Rejected", e.Status);
}
[Fact]
public async Task SaveReceipt_OwnRejected_AsNonFinance_Succeeds()
{
var (svc, db, fs) = Build("alice");
var id = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(id);
await SvcAs(db, fs, "finance").RejectAsync(id, "Receipt unclear, please retake");
using var input = new MemoryStream(Encoding.UTF8.GetBytes("img"));
await svc.SaveReceiptAsync(id, input, "retake.jpg", isFinance: false);
Assert.NotNull(await svc.OpenReceiptAsync(id, isFinance: true));
}
[Fact]
public async Task GetById_ResolvesReviewerName_MemberFullName_EmailFallback()
{
var (svc, db, fs) = Build("alice");
// Reviewer linked to a member → shows the member's full name.
db.Members.Add(new Member { Id = 5, FirstName_en = "Sam", LastName_en = "Approver" });
db.Users.Add(new AppUser { Id = "reviewer-with-member", MemberId = 5 });
// Reviewer with no member → falls back to email.
db.Users.Add(new AppUser { Id = "reviewer-no-member", Email = "nomember@church.org" });
await db.SaveChangesAsync();
var withMember = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(withMember);
await SvcAs(db, fs, "reviewer-with-member").ApproveAsync(withMember);
Assert.Equal("Sam Approver", (await svc.GetByIdAsync(withMember))!.ReviewedByName);
var noMember = await svc.CreateAsync(Reimb(), isFinance: false);
await svc.SubmitAsync(noMember);
await SvcAs(db, fs, "reviewer-no-member").RejectAsync(noMember, "Duplicate submission");
Assert.Equal("nomember@church.org", (await svc.GetByIdAsync(noMember))!.ReviewedByName);
}
}