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95f6451b39
* feat(sync): add Brex provider schema Adds Brex item and account tables with per-family credentials, scoped upstream account uniqueness, encrypted token storage, and sanitized provider payload columns. * feat(sync): add Brex provider core Adds Brex item/account models, provider client and adapter support, family connection helpers, and provider enum registration for read-only Brex cash and card data. * feat(sync): add Brex import pipeline Adds Brex account discovery, linked-account sync, cash/card balance processors, transaction import, sanitized metadata handling, and idempotent provider entry processing. * feat(sync): add Brex connection flows Adds Mercury-style Brex connection management, explicit item-scoped account selection and linking, settings provider UI, account index visibility, localized copy, and per-item cache handling. * test(sync): cover Brex provider workflows Adds targeted coverage for Brex provider requests, adapter config, item/account guards, importer behavior, entry processing, and Mercury-style controller flows. * fix(sync): align Brex API edge cases Tightens Brex account fetching against the official card-account response shape, sends transaction start filters as RFC3339 date-times, and keeps provider error bodies out of user-facing messages while expanding provider client guard coverage. * fix(sync): harden Brex provider integration Restrict Brex API base URLs to official hosts, tighten account-selection UI behavior, and add tests for invalid credentials, cache scoping, and provider setup edge cases. * test(sync): avoid Brex secret-shaped fixtures * refactor(sync): extract Brex account flows * fix(sync): address Brex provider review feedback * fix(sync): address Brex review follow-ups Move remaining Brex review cleanup into focused model behavior, tighten link/setup edge cases, localize summaries, and add regression coverage from CodeRabbit feedback. Also records the security-review pass as no-findings after diff-scoped inspection and Brakeman validation. * refactor(sync): split Brex account flow controllers Route Brex account selection and setup actions through small namespaced controllers while keeping existing URLs and helpers stable. Business flow remains in BrexItem::AccountFlow; the main Brex item controller now only handles connection CRUD, provider-panel rendering, destroy, and sync. * fix(sync): address Brex CodeRabbit review * fix(sync): address Brex follow-up review * fix(sync): address Brex review follow-ups * fix(sync): address Brex sync review findings * fix(sync): polish Brex review copy and errors * fix(sync): register Brex provider health * fix(sync): polish Brex bank sync presentation * fix(sync): address Brex review follow-ups * fix(sync): tighten Brex setup params * test(api): stabilize usage rate-limit window * fix(sync): polish Brex setup flow nits * fix(sync): harden Brex setup params * fix(sync): finalize Brex review cleanup --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
83 lines
2.7 KiB
Ruby
83 lines
2.7 KiB
Ruby
require "test_helper"
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class Family::SyncerTest < ActiveSupport::TestCase
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setup do
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@family = families(:dylan_family)
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end
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test "syncs provider items and manual accounts" do
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family_sync = syncs(:family)
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manual_accounts_count = @family.accounts.manual.count
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plaid_items_count = @family.plaid_items.syncable.count
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brex_items_count = @family.brex_items.syncable.count
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binance_items_count = @family.binance_items.syncable.count
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syncer = Family::Syncer.new(@family)
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Account.any_instance
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.expects(:sync_later)
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.with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
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.times(manual_accounts_count)
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PlaidItem.any_instance
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.expects(:sync_later)
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.with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
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.times(plaid_items_count)
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BrexItem.any_instance
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.expects(:sync_later)
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.with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
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.times(brex_items_count)
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BinanceItem.any_instance
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.expects(:sync_later)
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.with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
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.times(binance_items_count)
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syncer.perform_sync(family_sync)
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assert_equal "completed", family_sync.reload.status
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end
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test "only applies active rules during sync" do
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family_sync = syncs(:family)
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# Create an active rule
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active_rule = @family.rules.create!(
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resource_type: "transaction",
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active: true,
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actions: [ Rule::Action.new(action_type: "exclude_transaction") ]
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)
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# Create a disabled rule
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disabled_rule = @family.rules.create!(
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resource_type: "transaction",
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active: false,
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actions: [ Rule::Action.new(action_type: "exclude_transaction") ]
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)
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syncer = Family::Syncer.new(@family)
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# Stub the relation to return our specific instances so expectations work
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@family.rules.stubs(:where).with(active: true).returns([ active_rule ])
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# Expect apply_later to be called only for the active rule
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active_rule.expects(:apply_later).once
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disabled_rule.expects(:apply_later).never
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# Mock the account and plaid item syncs to avoid side effects
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Account.any_instance.stubs(:sync_later)
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PlaidItem.any_instance.stubs(:sync_later)
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SimplefinItem.any_instance.stubs(:sync_later)
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LunchflowItem.any_instance.stubs(:sync_later)
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EnableBankingItem.any_instance.stubs(:sync_later)
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SophtronItem.any_instance.stubs(:sync_later)
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BrexItem.any_instance.stubs(:sync_later)
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BinanceItem.any_instance.stubs(:sync_later)
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syncer.perform_sync(family_sync)
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syncer.perform_post_sync
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end
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end
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