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* Implement providers factory * Multiple providers sync support - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.) * Add generic provider_import_adapter * Finish unified import strategy * Update app/models/plaid_account.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Update app/models/provider/factory.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Fix account linked by plaid_id instead of external_id * Parse numerics to BigDecimal Parse numerics to BigDecimal before computing amount; guard nils. Avoid String * String and float drift; also normalize date. * Fix incorrect usage of assert_raises. * Fix linter * Fix processor test. * Update current_balance_manager.rb * Test fixes * Fix plaid linked account test * Add support for holding per account_provider * Fix proper account access Also fix account deletion for simpefin too * FIX match tests for consistency * Some more factory updates * Fix account schema for multipe providers Can do: - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers) - Account #2 → PlaidAccount only - Account #3 → SimplefinAccount only Cannot do: - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type) - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts) * Fix account setup - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type]) - Each provider should maintain its own separate entries - We should NOT update one provider's entry when another provider syncs * Fix linter and guard migration * FIX linter issues. * Fixes - Remove duplicated index - Pass account_provider_id - Guard holdings call to avoid NoMethodError * Update schema and provider import fix * Plaid doesn't allow holdings deletion * Use ClimateControl for proper env setup * No need for this in .git --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
61 lines
1.7 KiB
Ruby
61 lines
1.7 KiB
Ruby
require "test_helper"
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class AccountsControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@account = accounts(:depository)
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end
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test "should get index" do
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get accounts_url
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assert_response :success
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end
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test "should get show" do
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get account_url(@account)
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assert_response :success
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end
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test "should sync account" do
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post sync_account_url(@account)
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assert_redirected_to account_url(@account)
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end
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test "should get sparkline" do
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get sparkline_account_url(@account)
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assert_response :success
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end
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test "destroys account" do
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delete account_url(@account)
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assert_redirected_to accounts_path
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assert_enqueued_with job: DestroyJob
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assert_equal "Account scheduled for deletion", flash[:notice]
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end
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test "syncing linked account triggers sync for all provider items" do
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plaid_account = plaid_accounts(:one)
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plaid_item = plaid_account.plaid_item
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AccountProvider.create!(account: @account, provider: plaid_account)
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# Reload to ensure the account has the provider association loaded
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@account.reload
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# Mock at the class level since controller loads account from DB
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Account.any_instance.expects(:syncing?).returns(false)
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PlaidItem.any_instance.expects(:syncing?).returns(false)
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PlaidItem.any_instance.expects(:sync_later).once
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post sync_account_url(@account)
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assert_redirected_to account_url(@account)
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end
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test "syncing unlinked account calls account sync_later" do
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Account.any_instance.expects(:syncing?).returns(false)
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Account.any_instance.expects(:sync_later).once
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post sync_account_url(@account)
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assert_redirected_to account_url(@account)
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end
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end
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