Files
sure/test/system/settings/providers_test.rb
Guillem Arias d037412b8d feat(settings/providers): replace Add another provider CTA with a search + kind filter
Per the design review, the "Add another provider · Browse providers"
card was a redirect to content one scroll-tick away. A search input
plus kind chips lets users self-segment the catalog and is the right
tool once it grows beyond the four to twelve providers we ship today.

- New providers_filter Stimulus controller — case-insensitive free
  text search across name/region/kind, plus a chip group with
  All / Banks / Crypto / Investment that toggle visibility via
  Tailwind's `hidden` class.
- _search_filters partial: search box (count-pluralized placeholder)
  + chip group, ARIA-labelled and aria-pressed for the chips.
- ProviderCard exposes filter_data (target + name/region/kind data
  attrs) so the controller can match without re-rendering.
- Lunchflow's `kind` was "Lunch" — switched to "Bank" so it falls
  under the Banks chip alongside its actual offering (it aggregates
  banks).
- Drops the add_provider_cta partial and its locale entries; adds
  search_filters.* and an empty_filter message.
2026-05-09 11:33:13 +02:00

163 lines
6.0 KiB
Ruby

require "application_system_test_case"
class Settings::ProvidersTest < ApplicationSystemTestCase
setup do
@user = users(:family_admin)
@family = families(:dylan_family)
login_as @user
end
test "shows status pill on section header for a configured provider" do
SimplefinItem.create!(family: @family, name: "Test SimpleFIN", access_url: "https://bridge.simplefin.org/simplefin/access")
visit settings_providers_path
within("details", text: "SimpleFIN") do
assert_text "Connected"
end
end
test "unconfigured SimpleFIN appears in Available with a connect affordance" do
visit settings_providers_path
assert_no_selector "details", text: "SimpleFIN"
within available_provider_cards_container do
assert_text "SimpleFIN"
assert_selector "a[data-turbo-frame='drawer']", text: "Connect"
end
end
test "connected providers are grouped under Your connections in alphabetical title order" do
SimplefinItem.create!(family: @family, name: "Test SimpleFIN", access_url: "https://bridge.simplefin.org/simplefin/access")
visit settings_providers_path
titles = all("details").map { |d| d.find("summary h2", match: :first).text.squish }
assert_equal titles.sort_by(&:downcase), titles, "Connection panels should render alphabetically by title"
connections_heading = page.find(:xpath, "//h2[contains(normalize-space(), 'Your connections')]")
available_heading = page.find(:xpath, "//h2[contains(normalize-space(), 'Available')]")
connections_y = connections_heading.native.location.y
available_y = available_heading.native.location.y
assert_operator connections_y, :<, page.find("details", text: "SimpleFIN").native.location.y
assert_operator page.find("details", text: "SimpleFIN").native.location.y, :<, available_y
end
test "expanding a section still works as expected" do
SimplefinItem.create!(family: @family, name: "Test SimpleFIN", access_url: "https://bridge.simplefin.org/simplefin/access")
visit settings_providers_path
assert_selector "details:not([open])", text: "SimpleFIN"
find("details", text: "SimpleFIN").find("summary").click
assert_selector "details[open]", text: "SimpleFIN"
within("details[open]", text: "SimpleFIN") do
assert_text "Setup Token"
end
end
test "groups providers into Your connections and Available with counts" do
SimplefinItem.create!(family: @family, name: "Test SimpleFIN", access_url: "https://bridge.simplefin.org/simplefin/access")
visit settings_providers_path
connections_heading = find(:xpath, "//h2[contains(., 'Your connections')]")
normalized = connections_heading.text.squish
assert_match(/Your connections .*· \d+/, normalized)
connections_y = connections_heading.native.location.y
available_heading = find(:xpath, "//h2[contains(., 'Available')]")
available_y = available_heading.native.location.y
simplefin_y = find("details", text: "SimpleFIN").native.location.y
assert_operator connections_y, :<, simplefin_y, "Your connections heading should appear above SimpleFIN section"
assert_operator simplefin_y, :<, available_y, "SimpleFIN should appear above Available heading"
available_grid_top = available_provider_cards_container.native.location.y
assert_operator available_y, :<, available_grid_top, "Available heading should appear above the card grid"
end
test "action needed group is absent when no providers have issues" do
SimplefinItem.create!(family: @family, name: "Test SimpleFIN", access_url: "https://bridge.simplefin.org/simplefin/access")
visit settings_providers_path
assert_selector "h2", text: /\AYour connections/
assert_no_selector "h2", text: /\AAction needed/
end
test "enable banking with expiring session appears in your connections and auto-opens" do
item = EnableBankingItem.new(
family: @family,
name: "Test Bank",
country_code: "DE",
application_id: "test-app-id",
session_id: "test-session",
session_expires_at: 5.days.from_now
)
# Skip certificate validation for test purposes
item.save!(validate: false)
visit settings_providers_path
assert_selector "h2", text: /\AYour connections/
# Auto-expanded warning sections hide compact meta behind `group-open:hidden`;
# collapse once so the re-consent copy is visible again.
enable = find("details", text: /Enable Banking/)
enable.find("summary").click if enable.matches_selector?(":open")
assert_selector "details:not([open])", text: /Enable Banking/
assert_text "Re-consent needed in 5 days"
end
test "search input filters provider cards by name" do
visit settings_providers_path
find('[data-providers-filter-target="input"]').set("Coinbase")
assert_selector "a[data-providers-filter-target='card']", text: /Coinbase/i
assert_no_selector "a[data-providers-filter-target='card']", text: /Binance/i
end
test "kind chip narrows the grid to providers of that kind" do
visit settings_providers_path
click_on "Crypto"
assert_selector "a[data-providers-filter-target='card']", text: /Coinbase/i
assert_no_selector "a[data-providers-filter-target='card']", text: /SimpleFIN/i
end
test "available providers render as a card grid" do
visit settings_providers_path
within available_provider_cards_container do
assert_text "SimpleFIN"
assert_selector "a[data-turbo-frame='drawer']", minimum: 1
end
end
test "clicking a provider card opens the connect drawer" do
visit settings_providers_path
within available_provider_cards_container do
find("a[data-turbo-frame='drawer']", text: "SimpleFIN").click
end
assert_selector "dialog[open]"
assert_text "Setup Token"
end
private
# Card grid rendered after the `#available` group heading (following sibling div.grid)
def available_provider_cards_container
find("#available").find(:xpath, "following-sibling::div[contains(concat(' ', normalize-space(@class), ' '), ' grid ')]")
end
end