mirror of
https://github.com/we-promise/sure.git
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Merge branch 'main' into copilot/fix-twelvedata-api-limit-bug
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
Juan José Mata
156
test/models/provider/indexa_capital_test.rb
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156
test/models/provider/indexa_capital_test.rb
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@@ -0,0 +1,156 @@
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# frozen_string_literal: true
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require "test_helper"
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class Provider::IndexaCapitalTest < ActiveSupport::TestCase
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test "initializes with api_token" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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assert_instance_of Provider::IndexaCapital, provider
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end
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test "initializes with username/document/password" do
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provider = Provider::IndexaCapital.new(
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username: "user@example.com",
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document: "12345678A",
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password: "secret"
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)
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assert_instance_of Provider::IndexaCapital, provider
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end
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test "raises ConfigurationError without credentials" do
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assert_raises Provider::IndexaCapital::ConfigurationError do
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Provider::IndexaCapital.new
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end
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end
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test "raises ConfigurationError with partial credentials" do
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assert_raises Provider::IndexaCapital::ConfigurationError do
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Provider::IndexaCapital.new(username: "user@example.com")
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end
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assert_raises Provider::IndexaCapital::ConfigurationError do
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Provider::IndexaCapital.new(username: "user@example.com", document: "12345678A")
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end
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end
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test "list_accounts calls API and returns accounts" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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stub_response = OpenStruct.new(
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code: 200,
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body: {
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accounts: [
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{ account_number: "ABC12345", type: "mutual", status: "active" },
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{ account_number: "DEF67890", type: "pension", status: "active" }
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]
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}.to_json
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)
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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accounts = provider.list_accounts
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assert_equal 2, accounts.size
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assert_equal "ABC12345", accounts[0][:account_number]
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assert_equal "Indexa Capital Mutual Fund (ABC12345)", accounts[0][:name]
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assert_equal "EUR", accounts[0][:currency]
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assert_equal "DEF67890", accounts[1][:account_number]
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assert_equal "Indexa Capital Pension Plan (DEF67890)", accounts[1][:name]
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end
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test "get_holdings calls fiscal-results endpoint" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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stub_response = OpenStruct.new(
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code: 200,
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body: {
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fiscal_results: [
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{ amount: 1814.77, titles: 9.14, price: 175.34, instrument: { identifier: "IE00BFPM9P35" } }
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],
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total_fiscal_results: []
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}.to_json
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)
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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data = provider.get_holdings(account_number: "ABC12345")
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assert data[:fiscal_results].is_a?(Array)
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assert_equal 1, data[:fiscal_results].size
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end
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test "get_account_balance extracts total_amount from portfolios" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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stub_response = OpenStruct.new(
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code: 200,
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body: {
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portfolios: [
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{ date: "2026-02-05", total_amount: 38000.0 },
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{ date: "2026-02-06", total_amount: 38905.21 }
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]
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}.to_json
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)
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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balance = provider.get_account_balance(account_number: "ABC12345")
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assert_equal 38905.21.to_d, balance
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end
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test "get_account_balance returns 0 when no portfolios" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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stub_response = OpenStruct.new(
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code: 200,
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body: { portfolios: [] }.to_json
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)
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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balance = provider.get_account_balance(account_number: "ABC12345")
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assert_equal 0, balance
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end
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test "get_activities returns empty array" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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result = provider.get_activities(account_number: "ABC12345")
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assert_equal [], result
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end
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test "raises AuthenticationError on 401" do
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provider = Provider::IndexaCapital.new(api_token: "bad_token")
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stub_response = OpenStruct.new(code: 401, body: "Unauthorized")
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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assert_raises Provider::IndexaCapital::AuthenticationError do
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provider.list_accounts
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end
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end
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test "rejects invalid account_number with path traversal" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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assert_raises Provider::IndexaCapital::Error do
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provider.get_holdings(account_number: "../admin")
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end
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end
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test "rejects blank account_number" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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assert_raises Provider::IndexaCapital::Error do
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provider.get_holdings(account_number: "")
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end
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end
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test "raises Error on server error" do
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provider = Provider::IndexaCapital.new(api_token: "test_token")
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stub_response = OpenStruct.new(code: 500, body: "Internal Server Error")
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Provider::IndexaCapital.stubs(:get).returns(stub_response)
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assert_raises Provider::IndexaCapital::Error do
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provider.list_accounts
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end
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end
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end
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197
test/models/provider/openai/bank_statement_extractor_test.rb
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197
test/models/provider/openai/bank_statement_extractor_test.rb
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@@ -0,0 +1,197 @@
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require "test_helper"
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class Provider::Openai::BankStatementExtractorTest < ActiveSupport::TestCase
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setup do
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@client = mock("openai_client")
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@model = "gpt-4.1"
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end
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test "extracts transactions from PDF content" do
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mock_response = {
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"choices" => [ {
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"message" => {
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"content" => {
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"bank_name" => "Test Bank",
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"account_holder" => "John Doe",
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"account_number" => "1234",
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"statement_period" => {
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"start_date" => "2024-01-01",
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"end_date" => "2024-01-31"
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},
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"opening_balance" => 5000.00,
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"closing_balance" => 4500.00,
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"transactions" => [
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{ "date" => "2024-01-15", "description" => "Coffee Shop", "amount" => -5.50 },
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{ "date" => "2024-01-20", "description" => "Salary Deposit", "amount" => 3000.00 }
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]
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}.to_json
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}
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} ]
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}
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@client.expects(:chat).returns(mock_response)
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: "dummy",
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model: @model
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)
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# Mock the PDF text extraction
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extractor.stubs(:extract_pages_from_pdf).returns([ "Page 1 bank statement text" ])
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result = extractor.extract
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assert_equal "Test Bank", result[:bank_name]
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assert_equal "John Doe", result[:account_holder]
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assert_equal "1234", result[:account_number]
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assert_equal 5000.00, result[:opening_balance]
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assert_equal 4500.00, result[:closing_balance]
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assert_equal 2, result[:transactions].size
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first_txn = result[:transactions].first
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assert_equal "2024-01-15", first_txn[:date]
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assert_equal "Coffee Shop", first_txn[:name]
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assert_equal(-5.50, first_txn[:amount])
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end
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test "handles empty PDF content" do
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: "",
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model: @model
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)
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assert_raises(Provider::Openai::Error) do
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extractor.extract
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end
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end
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test "handles nil PDF content" do
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: nil,
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model: @model
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)
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assert_raises(Provider::Openai::Error) do
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extractor.extract
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end
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end
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test "deduplicates transactions across chunk boundaries" do
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# First chunk response
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first_response = {
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"choices" => [ {
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"message" => {
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"content" => {
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"bank_name" => "Test Bank",
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"account_holder" => "John Doe",
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"account_number" => "1234",
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"statement_period" => { "start_date" => "2024-01-01", "end_date" => "2024-01-31" },
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"opening_balance" => 5000.00,
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"closing_balance" => 4500.00,
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"transactions" => [
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{ "date" => "2024-01-15", "description" => "Coffee Shop", "amount" => -5.50 },
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{ "date" => "2024-01-16", "description" => "Grocery Store", "amount" => -50.00 }
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]
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}.to_json
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}
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} ]
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}
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# Second chunk response with duplicate at boundary
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second_response = {
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"choices" => [ {
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"message" => {
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"content" => {
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"transactions" => [
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{ "date" => "2024-01-16", "description" => "Grocery Store", "amount" => -50.00 },
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{ "date" => "2024-01-17", "description" => "Gas Station", "amount" => -40.00 }
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]
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}.to_json
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}
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} ]
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}
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@client.expects(:chat).twice.returns(first_response, second_response)
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: "dummy",
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model: @model
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)
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# Mock multiple pages that will create multiple chunks
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extractor.stubs(:extract_pages_from_pdf).returns([
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"Page 1 " * 500, # ~3500 chars, first chunk
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"Page 2 " * 500 # ~3500 chars, second chunk
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])
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result = extractor.extract
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# Should deduplicate the "Grocery Store" transaction at chunk boundary
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assert_equal 3, result[:transactions].size
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names = result[:transactions].map { |t| t[:name] }
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assert_includes names, "Coffee Shop"
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assert_includes names, "Grocery Store"
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assert_includes names, "Gas Station"
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end
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test "normalizes transaction amounts" do
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mock_response = {
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"choices" => [ {
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"message" => {
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"content" => {
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"transactions" => [
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{ "date" => "2024-01-15", "description" => "Test 1", "amount" => "-$5.50" },
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{ "date" => "2024-01-16", "description" => "Test 2", "amount" => "1,234.56" },
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{ "date" => "2024-01-17", "description" => "Test 3", "amount" => -100 }
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]
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}.to_json
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}
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} ]
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}
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@client.expects(:chat).returns(mock_response)
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: "dummy",
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model: @model
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)
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extractor.stubs(:extract_pages_from_pdf).returns([ "Page 1 text" ])
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result = extractor.extract
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assert_equal(-5.50, result[:transactions][0][:amount])
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assert_equal 1234.56, result[:transactions][1][:amount]
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assert_equal(-100.0, result[:transactions][2][:amount])
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end
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test "handles malformed JSON response gracefully" do
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mock_response = {
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"choices" => [ {
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"message" => {
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"content" => "This is not valid JSON"
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}
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} ]
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}
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@client.expects(:chat).returns(mock_response)
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extractor = Provider::Openai::BankStatementExtractor.new(
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client: @client,
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pdf_content: "dummy",
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model: @model
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)
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extractor.stubs(:extract_pages_from_pdf).returns([ "Page 1 text" ])
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result = extractor.extract
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# Should return empty transactions on parse error
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assert_equal [], result[:transactions]
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end
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end
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@@ -10,7 +10,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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# First call raises timeout, second call succeeds
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mock_response = OpenStruct.new(code: 200, body: '{"accounts": []}')
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HTTParty.expects(:get)
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Provider::Simplefin.expects(:get)
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.times(2)
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.raises(Net::ReadTimeout.new("Connection timed out"))
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.then.returns(mock_response)
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@@ -25,7 +25,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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test "retries on Net::OpenTimeout and succeeds on retry" do
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mock_response = OpenStruct.new(code: 200, body: '{"accounts": []}')
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HTTParty.expects(:get)
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Provider::Simplefin.expects(:get)
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.times(2)
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.raises(Net::OpenTimeout.new("Connection timed out"))
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.then.returns(mock_response)
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@@ -39,7 +39,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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test "retries on SocketError and succeeds on retry" do
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mock_response = OpenStruct.new(code: 200, body: '{"accounts": []}')
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HTTParty.expects(:get)
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Provider::Simplefin.expects(:get)
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.times(2)
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.raises(SocketError.new("Failed to open TCP connection"))
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.then.returns(mock_response)
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@@ -51,7 +51,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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end
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test "raises SimplefinError after max retries exceeded" do
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HTTParty.expects(:get)
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Provider::Simplefin.expects(:get)
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.times(4) # Initial + 3 retries
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.raises(Net::ReadTimeout.new("Connection timed out"))
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@@ -66,7 +66,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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end
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test "does not retry on non-retryable errors" do
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HTTParty.expects(:get)
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Provider::Simplefin.expects(:get)
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.times(1)
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.raises(ArgumentError.new("Invalid argument"))
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@@ -80,7 +80,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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test "handles HTTP 429 rate limit response" do
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mock_response = OpenStruct.new(code: 429, body: "Rate limit exceeded")
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HTTParty.expects(:get).returns(mock_response)
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Provider::Simplefin.expects(:get).returns(mock_response)
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error = assert_raises(Provider::Simplefin::SimplefinError) do
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@provider.get_accounts(@access_url)
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@@ -93,7 +93,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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test "handles HTTP 500 server error response" do
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mock_response = OpenStruct.new(code: 500, body: "Internal Server Error")
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HTTParty.expects(:get).returns(mock_response)
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Provider::Simplefin.expects(:get).returns(mock_response)
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error = assert_raises(Provider::Simplefin::SimplefinError) do
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@provider.get_accounts(@access_url)
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@@ -106,7 +106,7 @@ class Provider::SimplefinTest < ActiveSupport::TestCase
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setup_token = Base64.encode64("https://example.com/claim")
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mock_response = OpenStruct.new(code: 200, body: "https://example.com/access")
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HTTParty.expects(:post)
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Provider::Simplefin.expects(:post)
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.times(2)
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.raises(Net::ReadTimeout.new("Connection timed out"))
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.then.returns(mock_response)
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