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* Initial plan * Fix category delete dialog dropdown overflow Agent-Logs-Url: https://github.com/we-promise/sure/sessions/200da7a4-fd59-4ae4-a709-f631ccf21e8c Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Tighten category deletion regression test Agent-Logs-Url: https://github.com/we-promise/sure/sessions/200da7a4-fd59-4ae4-a709-f631ccf21e8c Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Fix deletion button text overflow Agent-Logs-Url: https://github.com/we-promise/sure/sessions/e802e01f-079e-4322-ba03-b222ab5d4b84 Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Preserve category menu spacing on mobile Agent-Logs-Url: https://github.com/we-promise/sure/sessions/74b5dd1e-7935-4356-806a-759bff911930 Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Prevent account activity label overlap on mobile Agent-Logs-Url: https://github.com/we-promise/sure/sessions/e94027d6-e230-44c8-99a1-6e5645bec82b Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Fix wide account activity category overflow Agent-Logs-Url: https://github.com/we-promise/sure/sessions/4ad79894-2935-47a3-8d37-037e2bd14376 Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Linter * Fix flaky system tests in CI Agent-Logs-Url: https://github.com/we-promise/sure/sessions/3507447f-363f-4759-807c-c62a2858d270 Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Reset system test viewport between tests Agent-Logs-Url: https://github.com/we-promise/sure/sessions/357a43b1-11c5-49be-972d-0592a37d97b1 Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
350 lines
12 KiB
Ruby
350 lines
12 KiB
Ruby
require "test_helper"
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class AccountsControllerTest < ActionDispatch::IntegrationTest
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include ActionView::RecordIdentifier
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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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assert_select "p.ml-auto.privacy-sensitive"
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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 "account activity marks trade amounts as privacy-sensitive" do
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trade_entry = entries(:trade)
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expected_amount = ApplicationController.helpers.format_money(-trade_entry.amount_money)
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get account_url(accounts(:investment))
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assert_response :success
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assert_select "turbo-frame##{dom_id(trade_entry)} p.privacy-sensitive", text: expected_amount, count: 1
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end
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test "activity pagination keeps activity tab when loaded from holdings tab" do
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investment = accounts(:investment)
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11.times do |i|
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Entry.create!(
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account: investment,
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name: "Test investment activity #{i}",
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date: Date.current - i.days,
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amount: 10 + i,
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currency: investment.currency,
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entryable: Transaction.new
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)
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end
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get account_url(investment, tab: "holdings")
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assert_response :success
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assert_select "a[href*='page=2'][href*='tab=activity']"
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assert_select "a[href*='page=2'][href*='tab=holdings']", count: 0
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end
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test "account activity constrains long category labels before the amount on wide screens" do
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category = categories(:food_and_drink)
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category.update!(name: "Super Long Category Name That Should Stop Before The Amount On Wide Screens Too")
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entry = @account.entries.create!(
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name: "Wide category verification",
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date: Date.current,
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amount: 187.65,
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currency: @account.currency,
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entryable: Transaction.new(category: category)
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)
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get account_url(@account, tab: "activity")
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assert_response :success
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}.min-w-0"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}.overflow-hidden"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.block"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.w-full"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.overflow-hidden"
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assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} [data-testid='category-name']"
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assert_select "div.hidden.md\\:flex.min-w-0"
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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 "Depository 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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test "confirms unlink for linked account" do
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plaid_account = plaid_accounts(:one)
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AccountProvider.create!(account: @account, provider: plaid_account)
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get confirm_unlink_account_url(@account)
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assert_response :success
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end
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test "redirects when confirming unlink for unlinked account" do
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get confirm_unlink_account_url(@account)
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assert_redirected_to account_url(@account)
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assert_equal "Account is not linked to a provider", flash[:alert]
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end
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test "unlinks linked account successfully with new system" do
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plaid_account = plaid_accounts(:one)
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AccountProvider.create!(account: @account, provider: plaid_account)
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@account.reload
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assert @account.linked?
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delete unlink_account_url(@account)
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@account.reload
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assert_not @account.linked?
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assert_redirected_to accounts_path
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assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
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end
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test "unlinks linked account successfully with legacy system" do
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plaid_account = plaid_accounts(:one)
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@account.update!(plaid_account_id: plaid_account.id)
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@account.reload
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assert @account.linked?
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delete unlink_account_url(@account)
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@account.reload
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assert_not @account.linked?
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assert_nil @account.plaid_account_id
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assert_redirected_to accounts_path
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assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
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end
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test "redirects when unlinking unlinked account" do
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delete unlink_account_url(@account)
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assert_redirected_to account_url(@account)
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assert_equal "Account is not linked to a provider", flash[:alert]
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end
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test "unlinked account can be deleted" do
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plaid_account = plaid_accounts(:one)
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AccountProvider.create!(account: @account, provider: plaid_account)
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@account.reload
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# Cannot delete while linked
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delete account_url(@account)
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assert_redirected_to account_url(@account)
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assert_equal "Cannot delete a linked account. Please unlink it first.", flash[:alert]
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# Unlink the account
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delete unlink_account_url(@account)
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@account.reload
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# Now can delete
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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 "Depository account scheduled for deletion", flash[:notice]
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end
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test "disabling an account keeps it visible on index" do
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@account.disable!
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get accounts_path
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assert_response :success
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assert_includes @response.body, @account.name
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end
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test "toggle_active disables and re-enables an account" do
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patch toggle_active_account_url(@account)
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assert_redirected_to accounts_path
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@account.reload
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assert @account.disabled?
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patch toggle_active_account_url(@account)
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assert_redirected_to accounts_path
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@account.reload
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assert @account.active?
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end
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test "select_provider shows available providers" do
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get select_provider_account_url(@account)
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assert_response :success
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end
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test "set_default sets user default account" do
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patch set_default_account_url(@account)
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assert_redirected_to accounts_path
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@user.reload
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assert_equal @account.id, @user.default_account_id
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end
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test "set_default rejects ineligible account type" do
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investment = accounts(:investment)
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patch set_default_account_url(investment)
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assert_redirected_to accounts_path
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assert_equal I18n.t("accounts.set_default.depository_only"), flash[:alert]
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@user.reload
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assert_not_equal investment.id, @user.default_account_id
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end
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test "remove_default clears user default account" do
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@user.update!(default_account: @account)
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patch remove_default_account_url(@account)
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assert_redirected_to accounts_path
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@user.reload
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assert_nil @user.default_account_id
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end
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test "select_provider redirects for already linked account" do
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plaid_account = plaid_accounts(:one)
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AccountProvider.create!(account: @account, provider: plaid_account)
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get select_provider_account_url(@account)
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assert_redirected_to account_url(@account)
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assert_equal "Account is already linked to a provider", flash[:alert]
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end
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test "unlink preserves SnaptradeAccount record" do
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snaptrade_account = snaptrade_accounts(:fidelity_401k)
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investment = accounts(:investment)
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AccountProvider.create!(account: investment, provider: snaptrade_account)
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investment.reload
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assert investment.linked?
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delete unlink_account_url(investment)
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investment.reload
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assert_not investment.linked?
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assert_redirected_to accounts_path
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# SnaptradeAccount should still exist (not destroyed)
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assert SnaptradeAccount.exists?(snaptrade_account.id), "SnaptradeAccount should be preserved after unlink"
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# But AccountProvider should be gone
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assert_not AccountProvider.exists?(provider_type: "SnaptradeAccount", provider_id: snaptrade_account.id)
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end
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test "unlink does not enqueue SnapTrade cleanup job" do
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snaptrade_account = snaptrade_accounts(:fidelity_401k)
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investment = accounts(:investment)
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AccountProvider.create!(account: investment, provider: snaptrade_account)
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investment.reload
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assert_no_enqueued_jobs(only: SnaptradeConnectionCleanupJob) do
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delete unlink_account_url(investment)
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end
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end
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test "unlink detaches holdings from SnapTrade provider" do
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snaptrade_account = snaptrade_accounts(:fidelity_401k)
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investment = accounts(:investment)
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ap = AccountProvider.create!(account: investment, provider: snaptrade_account)
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# Assign a holding to this provider
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holding = holdings(:one)
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holding.update!(account_provider: ap)
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delete unlink_account_url(investment)
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holding.reload
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assert_nil holding.account_provider_id, "Holding should be detached from provider after unlink"
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end
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end
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class AccountsControllerSimplefinCtaTest < 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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end
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test "when unlinked SFAs exist and manuals exist, shows setup button only" do
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item = SimplefinItem.create!(family: @family, name: "Conn", access_url: "https://example.com/access")
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# Unlinked SFA (no account and no provider link)
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item.simplefin_accounts.create!(name: "A", account_id: "sf_a", currency: "USD", current_balance: 1, account_type: "depository")
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# One manual account available
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Account.create!(family: @family, name: "Manual A", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
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get accounts_path
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assert_response :success
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# Expect setup link present
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assert_includes @response.body, setup_accounts_simplefin_item_path(item)
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# Relink modal (SimpleFin-specific) should not be present anymore
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refute_includes @response.body, "Link existing accounts"
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end
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test "when SFAs exist and none unlinked and manuals exist, no relink modal is shown (unified flow)" do
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item = SimplefinItem.create!(family: @family, name: "Conn2", access_url: "https://example.com/access")
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# Create a manual linked to SFA so unlinked count == 0
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sfa = item.simplefin_accounts.create!(name: "B", account_id: "sf_b", currency: "USD", current_balance: 1, account_type: "depository")
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linked = Account.create!(family: @family, name: "Linked", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "savings"))
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# Legacy association sufficient to count as linked
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sfa.update!(account: linked)
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# Also create another manual account to make manuals_exist true
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Account.create!(family: @family, name: "Manual B", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
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get accounts_path
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assert_response :success
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# The SimpleFin-specific relink modal is removed in favor of unified provider flow
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refute_includes @response.body, "Link existing accounts"
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end
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test "when no SFAs exist, shows neither CTA" do
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item = SimplefinItem.create!(family: @family, name: "Conn3", access_url: "https://example.com/access")
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get accounts_path
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assert_response :success
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refute_includes @response.body, setup_accounts_simplefin_item_path(item)
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refute_includes @response.body, "Link existing accounts"
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end
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end
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