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* Update SimpleFIN relinking flow and enhance duplicate account handling - Updated logic to allow relinking of SimpleFIN accounts while preserving legacy mappings. - Introduced clean-up logic to hide orphaned duplicate accounts after relinking. - Enhanced UI to display current mappings for linked accounts. - Improved test coverage for relinking scenarios and SimpleFIN account visibility. * Localize SimpleFIN account selection messages and remove hardcoded text - Added translations for user-facing messages in `select_existing_account` flow (`pt-BR` and `en` locales). - Replaced hardcoded strings in the view with localized keys. * Localize Enable Banking and SimpleFIN account linking messages; add support for investment accounts. - Added translations for Enable Banking and SimpleFIN account linking flows. - Updated views and controllers to replace hardcoded strings with localized keys. - Introduced support for investment accounts in `Provider::LunchflowAdapter`. - Enhanced relinking logic for SimpleFIN accounts and improved test coverage for related scenarios. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
502 lines
19 KiB
Ruby
502 lines
19 KiB
Ruby
require "test_helper"
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class SimplefinItemsControllerTest < ActionDispatch::IntegrationTest
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fixtures :users, :families
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setup do
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sign_in users(:family_admin)
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@family = families(:dylan_family)
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@simplefin_item = SimplefinItem.create!(
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family: @family,
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name: "Test Connection",
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access_url: "https://example.com/test_access"
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)
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end
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test "should destroy simplefin item" do
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assert_difference("SimplefinItem.count", 0) do # doesn't actually delete immediately
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delete simplefin_item_url(@simplefin_item)
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end
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assert_redirected_to accounts_path
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@simplefin_item.reload
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assert @simplefin_item.scheduled_for_deletion?
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end
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test "should sync simplefin item" do
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post sync_simplefin_item_url(@simplefin_item)
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assert_redirected_to accounts_path
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end
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test "balances enqueues SyncJob and returns sync id as JSON" do
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# Expect a Sync to be enqueued via SyncJob
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SyncJob.expects(:perform_later).with do |sync, opts|
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sync.is_a?(Sync) && opts.is_a?(Hash) && opts[:balances_only] == true
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end.once
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post balances_simplefin_item_url(@simplefin_item, format: :json)
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assert_response :success
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body = JSON.parse(@response.body)
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assert_equal true, body["ok"], "expected ok: true"
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assert body["sync_id"].present?, "expected sync_id to be present"
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end
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test "relink does not disable a previously linked account that still has other provider links" do
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# Create two manual accounts A and B
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account_a = Account.create!(
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family: @family,
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name: "Manual A",
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balance: 0,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking")
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)
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account_b = Account.create!(
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family: @family,
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name: "Manual B",
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balance: 0,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "savings")
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)
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# Create a SimpleFIN account under the same item
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sfa_primary = SimplefinAccount.create!(
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simplefin_item: @simplefin_item,
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name: "SF A",
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account_id: "sf_a",
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account_type: "depository",
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currency: "USD",
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current_balance: 0
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)
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# Link the primary SimpleFIN provider to account A via AccountProvider (legacy link cleared by action)
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AccountProvider.create!(account: account_a, provider: sfa_primary)
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# Also link a different provider TYPE (Plaid) to account A so it is NOT orphaned
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plaid_item = PlaidItem.create!(family: @family, name: "Plaid Conn", access_token: "test-token", plaid_id: "test-plaid-id")
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plaid_acct = PlaidAccount.create!(
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plaid_item: plaid_item,
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plaid_id: "test-plaid-acct",
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name: "Plaid A",
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plaid_type: "depository",
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currency: "USD",
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current_balance: 0
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)
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AccountProvider.create!(account: account_a, provider: plaid_acct)
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# Perform relink: point sfa_primary at account B
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post link_existing_account_simplefin_items_path, params: {
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account_id: account_b.id,
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simplefin_account_id: sfa_primary.id
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}
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assert_response :see_other
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# Reload and assert: account A should not be hidden because it has another provider link
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account_a.reload
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assert account_a.account_providers.any?, "expected previous account to still have provider links"
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refute_equal "pending_deletion", account_a.status, "previous account should not be hidden when still linked to other providers"
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# And the AccountProvider for sfa_primary should now point to account B
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ap = AccountProvider.find_by(provider: sfa_primary)
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assert_equal account_b.id, ap.account_id
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end
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test "relink hides a previously linked orphaned duplicate account" do
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account_a = Account.create!(
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family: @family,
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name: "Duplicate A",
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balance: 0,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking")
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)
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account_b = Account.create!(
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family: @family,
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name: "Target B",
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balance: 0,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "savings")
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)
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sfa = @simplefin_item.simplefin_accounts.create!(
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name: "SF For Duplicate",
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account_id: "sf_dup_1",
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account_type: "depository",
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currency: "USD",
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current_balance: 0
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)
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AccountProvider.create!(account: account_a, provider: sfa)
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post link_existing_account_simplefin_items_path, params: {
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account_id: account_b.id,
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simplefin_account_id: sfa.id
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}
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assert_response :see_other
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account_a.reload
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assert_equal "pending_deletion", account_a.status, "expected orphaned duplicate to be hidden after relink"
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end
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test "should get edit" do
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@simplefin_item.update!(status: :requires_update)
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get edit_simplefin_item_url(@simplefin_item)
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assert_response :success
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end
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test "should update simplefin item with valid token" do
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@simplefin_item.update!(status: :requires_update)
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# Mock the SimpleFin provider to prevent real API calls
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mock_provider = mock()
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mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
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mock_provider.expects(:get_accounts).returns({ accounts: [] }).at_least_once
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Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
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# Let the real create_simplefin_item! method run - don't mock it
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patch simplefin_item_url(@simplefin_item), params: {
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simplefin_item: { setup_token: "valid_token" }
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}
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assert_redirected_to accounts_path
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assert_equal "SimpleFin connection updated.", flash[:notice]
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@simplefin_item.reload
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assert @simplefin_item.scheduled_for_deletion?
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end
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test "should handle update with invalid token" do
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@simplefin_item.update!(status: :requires_update)
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patch simplefin_item_url(@simplefin_item), params: {
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simplefin_item: { setup_token: "" }
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}
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assert_response :unprocessable_entity
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assert_includes response.body, I18n.t("simplefin_items.update.errors.blank_token", default: "Please enter a SimpleFin setup token")
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end
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test "should transfer accounts when updating simplefin item token" do
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@simplefin_item.update!(status: :requires_update)
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# Create old SimpleFin accounts linked to Maybe accounts
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old_simplefin_account1 = @simplefin_item.simplefin_accounts.create!(
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name: "Test Checking",
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account_id: "sf_account_123",
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currency: "USD",
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current_balance: 1000,
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account_type: "depository"
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)
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old_simplefin_account2 = @simplefin_item.simplefin_accounts.create!(
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name: "Test Savings",
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account_id: "sf_account_456",
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currency: "USD",
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current_balance: 5000,
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account_type: "depository"
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)
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# Create Maybe accounts linked to the SimpleFin accounts
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maybe_account1 = Account.create!(
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family: @family,
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name: "Checking Account",
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balance: 1000,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking"),
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simplefin_account_id: old_simplefin_account1.id
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)
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maybe_account2 = Account.create!(
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family: @family,
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name: "Savings Account",
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balance: 5000,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "savings"),
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simplefin_account_id: old_simplefin_account2.id
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)
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# Update old SimpleFin accounts to reference the Maybe accounts
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old_simplefin_account1.update!(account: maybe_account1)
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old_simplefin_account2.update!(account: maybe_account2)
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# Mock only the external API calls, let business logic run
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mock_provider = mock()
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mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
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mock_provider.expects(:get_accounts).returns({
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accounts: [
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{
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id: "sf_account_123",
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name: "Test Checking",
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type: "depository",
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currency: "USD",
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balance: 1000,
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transactions: []
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},
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{
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id: "sf_account_456",
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name: "Test Savings",
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type: "depository",
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currency: "USD",
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balance: 5000,
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transactions: []
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}
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]
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}).at_least_once
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Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
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# Perform the update
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patch simplefin_item_url(@simplefin_item), params: {
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simplefin_item: { setup_token: "valid_token" }
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}
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assert_redirected_to accounts_path
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assert_equal "SimpleFin connection updated.", flash[:notice]
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# Verify accounts were transferred to new SimpleFin accounts
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assert Account.exists?(maybe_account1.id), "maybe_account1 should still exist"
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assert Account.exists?(maybe_account2.id), "maybe_account2 should still exist"
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maybe_account1.reload
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maybe_account2.reload
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# Find the new SimpleFin item that was created
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new_simplefin_item = @family.simplefin_items.where.not(id: @simplefin_item.id).first
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assert_not_nil new_simplefin_item, "New SimpleFin item should have been created"
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new_sf_account1 = new_simplefin_item.simplefin_accounts.find_by(account_id: "sf_account_123")
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new_sf_account2 = new_simplefin_item.simplefin_accounts.find_by(account_id: "sf_account_456")
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assert_not_nil new_sf_account1, "New SimpleFin account with ID sf_account_123 should exist"
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assert_not_nil new_sf_account2, "New SimpleFin account with ID sf_account_456 should exist"
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assert_equal new_sf_account1.id, maybe_account1.simplefin_account_id
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assert_equal new_sf_account2.id, maybe_account2.simplefin_account_id
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# Verify old SimpleFin accounts no longer reference Maybe accounts
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old_simplefin_account1.reload
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old_simplefin_account2.reload
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assert_nil old_simplefin_account1.current_account
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assert_nil old_simplefin_account2.current_account
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# Verify old SimpleFin item is scheduled for deletion
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@simplefin_item.reload
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assert @simplefin_item.scheduled_for_deletion?
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end
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test "should handle partial account matching during token update" do
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@simplefin_item.update!(status: :requires_update)
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# Create old SimpleFin account
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old_simplefin_account = @simplefin_item.simplefin_accounts.create!(
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name: "Test Checking",
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account_id: "sf_account_123",
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currency: "USD",
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current_balance: 1000,
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account_type: "depository"
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)
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# Create Maybe account linked to the SimpleFin account
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maybe_account = Account.create!(
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family: @family,
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name: "Checking Account",
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balance: 1000,
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currency: "USD",
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking"),
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simplefin_account_id: old_simplefin_account.id
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)
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old_simplefin_account.update!(account: maybe_account)
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# Mock only the external API calls, let business logic run
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mock_provider = mock()
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mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
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# Return empty accounts list to simulate account was removed from bank
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mock_provider.expects(:get_accounts).returns({ accounts: [] }).at_least_once
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Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
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# Perform update
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patch simplefin_item_url(@simplefin_item), params: {
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simplefin_item: { setup_token: "valid_token" }
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}
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assert_response :redirect
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uri2 = URI(response.redirect_url)
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assert_equal "/accounts", uri2.path
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# Verify Maybe account still linked to old SimpleFin account (no transfer occurred)
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maybe_account.reload
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old_simplefin_account.reload
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assert_equal old_simplefin_account.id, maybe_account.simplefin_account_id
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assert_equal maybe_account, old_simplefin_account.current_account
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# Old item still scheduled for deletion
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@simplefin_item.reload
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assert @simplefin_item.scheduled_for_deletion?
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end
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test "select_existing_account renders empty-state modal when no simplefin accounts exist" do
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account = accounts(:depository)
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get select_existing_account_simplefin_items_url(account_id: account.id)
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assert_response :success
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assert_includes @response.body, "No SimpleFIN accounts found for this family."
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end
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test "select_existing_account lists simplefin accounts even when they are already linked" do
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account = accounts(:depository)
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sfa = @simplefin_item.simplefin_accounts.create!(
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name: "Linked SF",
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account_id: "sf_linked_123",
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currency: "USD",
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current_balance: 10,
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account_type: "depository"
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)
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linked_account = Account.create!(
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family: @family,
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name: "Existing Linked Account",
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currency: "USD",
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balance: 0,
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking")
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)
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# Model the pre-relink state: the provider account is linked to a newly set up duplicate
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# via the legacy FK, and may also have an AccountProvider.
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linked_account.update!(simplefin_account_id: sfa.id)
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sfa.update!(account: linked_account)
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AccountProvider.create!(account: linked_account, provider: sfa)
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get select_existing_account_simplefin_items_url(account_id: account.id)
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assert_response :success
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assert_includes @response.body, "Linked SF"
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assert_includes @response.body, "Currently linked to: Existing Linked Account"
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end
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test "select_existing_account hides simplefin accounts after they have been relinked" do
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account = accounts(:depository)
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sfa = @simplefin_item.simplefin_accounts.create!(
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name: "Relinked SF",
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account_id: "sf_relinked_123",
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currency: "USD",
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current_balance: 10,
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account_type: "depository"
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)
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# Simulate post-relink state: legacy link cleared, AccountProvider exists.
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linked_account = Account.create!(
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family: @family,
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name: "Final Linked Account",
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currency: "USD",
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balance: 0,
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accountable_type: "Depository",
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accountable: Depository.create!(subtype: "checking")
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)
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AccountProvider.create!(account: linked_account, provider: sfa)
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get select_existing_account_simplefin_items_url(account_id: account.id)
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assert_response :success
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refute_includes @response.body, "Relinked SF"
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end
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test "destroy should unlink provider links and legacy fk" do
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# Create SFA and linked Account with AccountProvider
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sfa = @simplefin_item.simplefin_accounts.create!(name: "Linked", account_id: "sf_link_1", currency: "USD", current_balance: 1, account_type: "depository")
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acct = Account.create!(family: @family, name: "Manual A", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"), simplefin_account_id: sfa.id)
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AccountProvider.create!(account: acct, provider_type: "SimplefinAccount", provider_id: sfa.id)
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delete simplefin_item_url(@simplefin_item)
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assert_redirected_to accounts_path
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# Links are removed immediately even though deletion is scheduled
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assert_nil acct.reload.simplefin_account_id
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assert_equal 0, AccountProvider.where(provider_type: "SimplefinAccount", provider_id: sfa.id).count
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end
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test "complete_account_setup creates accounts only for truly unlinked SFAs" do
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# Linked SFA (should be ignored by setup)
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linked_sfa = @simplefin_item.simplefin_accounts.create!(name: "Linked", account_id: "sf_l_1", currency: "USD", current_balance: 5, account_type: "depository")
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linked_acct = Account.create!(family: @family, name: "Already Linked", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "savings"))
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linked_sfa.update!(account: linked_acct)
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# Unlinked SFA (should be created via setup)
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unlinked_sfa = @simplefin_item.simplefin_accounts.create!(name: "New CC", account_id: "sf_cc_1", currency: "USD", current_balance: -20, account_type: "credit")
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post complete_account_setup_simplefin_item_url(@simplefin_item), params: {
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account_types: { unlinked_sfa.id => "CreditCard" },
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account_subtypes: { unlinked_sfa.id => "credit_card" },
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sync_start_date: Date.today.to_s
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}
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assert_redirected_to accounts_path
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assert_not @simplefin_item.reload.pending_account_setup
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# Linked one unchanged, unlinked now has an account
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linked_sfa.reload
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unlinked_sfa.reload
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# The previously linked SFA should still point to the same Maybe account via legacy FK or provider link
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assert_equal linked_acct.id, linked_sfa.account&.id
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# The newly created account for the unlinked SFA should now exist
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assert_not_nil unlinked_sfa.account_id
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end
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test "update redirects to accounts after setup without forcing a modal" do
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@simplefin_item.update!(status: :requires_update)
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# Mock provider to return one account so updated_item creates SFAs
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mock_provider = mock()
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mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
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mock_provider.expects(:get_accounts).returns({
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accounts: [
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{ id: "sf_auto_open_1", name: "Auto Open Checking", type: "depository", currency: "USD", balance: 100, transactions: [] }
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]
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}).at_least_once
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Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
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patch simplefin_item_url(@simplefin_item), params: { simplefin_item: { setup_token: "valid_token" } }
|
|
|
|
assert_response :redirect
|
|
uri = URI(response.redirect_url)
|
|
assert_equal "/accounts", uri.path
|
|
end
|
|
|
|
test "create does not auto-open when no candidates or unlinked" do
|
|
# Mock provider interactions for item creation (no immediate account import on create)
|
|
mock_provider = mock()
|
|
mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
|
|
Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
|
|
|
|
post simplefin_items_url, params: { simplefin_item: { setup_token: "valid_token" } }
|
|
|
|
assert_response :redirect
|
|
uri = URI(response.redirect_url)
|
|
assert_equal "/accounts", uri.path
|
|
q = Rack::Utils.parse_nested_query(uri.query)
|
|
assert !q.key?("open_relink_for"), "did not expect auto-open when nothing actionable"
|
|
end
|
|
|
|
test "update does not auto-open when no SFAs present" do
|
|
@simplefin_item.update!(status: :requires_update)
|
|
|
|
mock_provider = mock()
|
|
mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
|
|
mock_provider.expects(:get_accounts).returns({ accounts: [] }).at_least_once
|
|
Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
|
|
|
|
patch simplefin_item_url(@simplefin_item), params: { simplefin_item: { setup_token: "valid_token" } }
|
|
|
|
assert_response :redirect
|
|
uri = URI(response.redirect_url)
|
|
assert_equal "/accounts", uri.path
|
|
q = Rack::Utils.parse_nested_query(uri.query)
|
|
assert !q.key?("open_relink_for"), "did not expect auto-open when update produced no SFAs/candidates"
|
|
end
|
|
end
|