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* Add manual Sophtron sync flow (#1705) Branch-to-branch merge. * Copy edits * Make Sophtron manual sync institution scoped * Populate Sophtron manual sync stats * Restore Sophtron bank credential copy * Address Sophtron manual sync review feedback * Scope manual sync processing failure handling * Hide raw Sophtron processor errors from flash * Clear Sophtron manual sync pointers on provider errors * Keep manual Sophtron MFA on manual sync records * Preserve manual sync processing error details
219 lines
7.3 KiB
Ruby
219 lines
7.3 KiB
Ruby
require "test_helper"
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class SophtronItemTest < ActiveSupport::TestCase
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include ActiveJob::TestHelper
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setup do
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@family = families(:dylan_family)
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@item = @family.sophtron_items.create!(
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name: "Sophtron",
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user_id: "developer-user",
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access_key: Base64.strict_encode64("secret-key")
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)
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end
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test "ensure_customer reuses persisted customer id" do
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@item.update!(customer_id: "cust-existing")
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provider = mock
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provider.expects(:list_customers).never
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assert_equal "cust-existing", @item.ensure_customer!(provider: provider)
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end
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test "ensure_customer reuses matching listed customer" do
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provider = mock
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provider.expects(:list_customers).returns([
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{ CustomerID: "cust-1", CustomerName: @item.generated_customer_name }
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])
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provider.expects(:create_customer).never
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assert_equal "cust-1", @item.ensure_customer!(provider: provider)
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assert_equal "cust-1", @item.customer_id
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assert_equal @item.generated_customer_name, @item.customer_name
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end
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test "ensure_customer creates customer when no matching customer exists" do
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provider = mock
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provider.expects(:list_customers).returns([])
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provider.expects(:create_customer)
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.with(unique_id: @item.generated_customer_unique_id, name: @item.generated_customer_name, source: "Sure")
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.returns({ CustomerID: "cust-new", CustomerName: @item.generated_customer_name })
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assert_equal "cust-new", @item.ensure_customer!(provider: provider)
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assert_equal "cust-new", @item.customer_id
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end
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test "connected_to_institution ignores failed connection attempts" do
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@item.update!(user_institution_id: "ui-1", status: :requires_update)
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assert_not @item.connected_to_institution?
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end
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test "connected_to_institution ignores jobs that are still running" do
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@item.update!(user_institution_id: "ui-1", current_job_id: "job-1", status: :good)
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assert_not @item.connected_to_institution?
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end
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test "connected_to_institution ignores stale timeout job snapshots" do
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@item.update!(
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user_institution_id: "ui-1",
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status: :good,
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job_status: "Timeout",
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raw_job_payload: {
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SuccessFlag: false,
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LastStatus: "Timeout"
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}
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)
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assert_not @item.connected_to_institution?
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end
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test "provider_display_name keeps accounts grouping provider-level" do
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@item.update!(name: "Bank of America", institution_name: "Bank of America")
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assert_equal "Sophtron Connection", @item.provider_display_name
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end
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test "fetch_remote_accounts persists Sophtron account snapshots" do
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@item.update!(user_institution_id: "ui-1")
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provider = mock
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provider.expects(:get_accounts).with("ui-1").returns({
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accounts: [
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{
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id: "acct-1",
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account_id: "acct-1",
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account_name: "Sophtron Checking",
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balance: "123.45",
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balance_currency: "USD",
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currency: "USD"
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}.with_indifferent_access
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],
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total: 1
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})
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@item.stubs(:sophtron_provider).returns(provider)
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accounts = @item.fetch_remote_accounts(force: true)
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assert_equal 1, accounts.count
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assert_equal "Sophtron Checking", @item.sophtron_accounts.find_by!(account_id: "acct-1").name
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end
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test "reject_already_linked removes accounts with existing account provider links" do
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account = accounts(:depository)
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sophtron_account = @item.sophtron_accounts.create!(
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account_id: "acct-1",
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name: "Sophtron Checking",
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currency: "USD",
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balance: 100
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)
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AccountProvider.create!(account: account, provider: sophtron_account)
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available = @item.reject_already_linked([
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{ id: "acct-1", account_name: "Linked" },
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{ id: "acct-2", account_name: "Available" }
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])
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assert_equal [ "acct-2" ], available.map { |account_data| SophtronItem.external_account_id(account_data) }
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end
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test "build_mfa_challenge normalizes Sophtron job challenge fields" do
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challenge = @item.build_mfa_challenge(
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SecurityQuestion: [ "Question?" ].to_json,
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TokenMethod: [ "sms" ].to_json,
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TokenSentFlag: true,
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TokenInputName: "Token",
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TokenRead: "phone",
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CaptchaImage: "YWJj"
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)
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assert_equal [ "Question?" ], challenge[:security_questions]
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assert_equal [ "sms" ], challenge[:token_methods]
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assert_equal true, challenge[:token_sent]
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assert_equal "phone", challenge[:token_read]
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assert_equal "YWJj", challenge[:captcha_image]
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end
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test "start_initial_load_later starts a sync when no active sync exists" do
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assert_no_enqueued_jobs only: SophtronInitialLoadJob do
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assert_difference "@item.syncs.count", 1 do
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assert_enqueued_with job: SyncJob do
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@item.start_initial_load_later
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end
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end
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end
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end
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test "start_initial_load_later seeds sync window for transaction import" do
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@item.update!(sync_start_date: Date.new(2026, 1, 1))
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@item.start_initial_load_later
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assert_equal Date.new(2026, 1, 1), @item.syncs.ordered.first.window_start_date
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end
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test "start_initial_load_later queues a follow-up when current sync is already running" do
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sync = @item.syncs.create!
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sync.start!
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assert_no_difference "@item.syncs.count" do
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assert_enqueued_with job: SophtronInitialLoadJob do
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@item.start_initial_load_later
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end
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end
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end
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test "manual Sophtron accounts do not remove the whole item from automatic sync scope" do
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manual_item = @family.sophtron_items.create!(
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name: "Manual Sophtron",
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user_id: "manual-user",
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access_key: Base64.strict_encode64("secret-key")
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)
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manual_account = manual_item.sophtron_accounts.create!(
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account_id: "acct-manual",
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name: "Manual Sophtron Checking",
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currency: "USD",
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balance: 100,
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manual_sync: true
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)
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auto_account = manual_item.sophtron_accounts.create!(
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account_id: "acct-auto",
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name: "Automatic Sophtron Checking",
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currency: "USD",
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balance: 100
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)
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AccountProvider.create!(account: accounts(:depository), provider: manual_account)
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AccountProvider.create!(account: accounts(:credit_card), provider: auto_account)
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assert_includes SophtronItem.active, manual_item
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assert_includes SophtronItem.syncable, manual_item
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assert_equal [ auto_account ], manual_item.automatic_sync_sophtron_accounts.to_a
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assert_equal [ manual_account ], manual_item.manual_sync_sophtron_accounts.to_a
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end
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test "whole item manual mode removes linked accounts from automatic sync scope" do
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manual_item = @family.sophtron_items.create!(
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name: "Manual Sophtron",
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user_id: "manual-user",
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access_key: Base64.strict_encode64("secret-key"),
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manual_sync: true
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)
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first_account = manual_item.sophtron_accounts.create!(
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account_id: "acct-1",
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name: "Manual Sophtron Checking",
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currency: "USD",
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balance: 100
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)
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second_account = manual_item.sophtron_accounts.create!(
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account_id: "acct-2",
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name: "Manual Sophtron Card",
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currency: "USD",
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balance: 200
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)
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AccountProvider.create!(account: accounts(:depository), provider: first_account)
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AccountProvider.create!(account: accounts(:credit_card), provider: second_account)
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assert_empty manual_item.automatic_sync_sophtron_accounts
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assert_equal [ first_account, second_account ], manual_item.manual_sync_sophtron_accounts.to_a
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end
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end
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