mirror of
https://github.com/we-promise/sure.git
synced 2026-04-07 22:34:47 +00:00
285 lines
9.7 KiB
Ruby
285 lines
9.7 KiB
Ruby
require "test_helper"
|
|
|
|
class AccountsControllerTest < ActionDispatch::IntegrationTest
|
|
setup do
|
|
sign_in @user = users(:family_admin)
|
|
@account = accounts(:depository)
|
|
end
|
|
|
|
test "should get index" do
|
|
get accounts_url
|
|
assert_response :success
|
|
end
|
|
|
|
test "should get show" do
|
|
get account_url(@account)
|
|
assert_response :success
|
|
end
|
|
|
|
test "activity pagination keeps activity tab when loaded from holdings tab" do
|
|
investment = accounts(:investment)
|
|
|
|
11.times do |i|
|
|
Entry.create!(
|
|
account: investment,
|
|
name: "Test investment activity #{i}",
|
|
date: Date.current - i.days,
|
|
amount: 10 + i,
|
|
currency: investment.currency,
|
|
entryable: Transaction.new
|
|
)
|
|
end
|
|
|
|
get account_url(investment, tab: "holdings")
|
|
|
|
assert_response :success
|
|
assert_select "a[href*='page=2'][href*='tab=activity']"
|
|
assert_select "a[href*='page=2'][href*='tab=holdings']", count: 0
|
|
end
|
|
|
|
test "should sync account" do
|
|
post sync_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
end
|
|
|
|
test "should get sparkline" do
|
|
get sparkline_account_url(@account)
|
|
assert_response :success
|
|
end
|
|
|
|
test "destroys account" do
|
|
delete account_url(@account)
|
|
assert_redirected_to accounts_path
|
|
assert_enqueued_with job: DestroyJob
|
|
assert_equal "Depository account scheduled for deletion", flash[:notice]
|
|
end
|
|
|
|
test "syncing linked account triggers sync for all provider items" do
|
|
plaid_account = plaid_accounts(:one)
|
|
plaid_item = plaid_account.plaid_item
|
|
AccountProvider.create!(account: @account, provider: plaid_account)
|
|
|
|
# Reload to ensure the account has the provider association loaded
|
|
@account.reload
|
|
|
|
# Mock at the class level since controller loads account from DB
|
|
Account.any_instance.expects(:syncing?).returns(false)
|
|
PlaidItem.any_instance.expects(:syncing?).returns(false)
|
|
PlaidItem.any_instance.expects(:sync_later).once
|
|
|
|
post sync_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
end
|
|
|
|
test "syncing unlinked account calls account sync_later" do
|
|
Account.any_instance.expects(:syncing?).returns(false)
|
|
Account.any_instance.expects(:sync_later).once
|
|
|
|
post sync_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
end
|
|
|
|
test "confirms unlink for linked account" do
|
|
plaid_account = plaid_accounts(:one)
|
|
AccountProvider.create!(account: @account, provider: plaid_account)
|
|
|
|
get confirm_unlink_account_url(@account)
|
|
assert_response :success
|
|
end
|
|
|
|
test "redirects when confirming unlink for unlinked account" do
|
|
get confirm_unlink_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
assert_equal "Account is not linked to a provider", flash[:alert]
|
|
end
|
|
|
|
test "unlinks linked account successfully with new system" do
|
|
plaid_account = plaid_accounts(:one)
|
|
AccountProvider.create!(account: @account, provider: plaid_account)
|
|
@account.reload
|
|
|
|
assert @account.linked?
|
|
|
|
delete unlink_account_url(@account)
|
|
@account.reload
|
|
|
|
assert_not @account.linked?
|
|
assert_redirected_to accounts_path
|
|
assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
|
|
end
|
|
|
|
test "unlinks linked account successfully with legacy system" do
|
|
plaid_account = plaid_accounts(:one)
|
|
@account.update!(plaid_account_id: plaid_account.id)
|
|
@account.reload
|
|
|
|
assert @account.linked?
|
|
|
|
delete unlink_account_url(@account)
|
|
@account.reload
|
|
|
|
assert_not @account.linked?
|
|
assert_nil @account.plaid_account_id
|
|
assert_redirected_to accounts_path
|
|
assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
|
|
end
|
|
|
|
test "redirects when unlinking unlinked account" do
|
|
delete unlink_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
assert_equal "Account is not linked to a provider", flash[:alert]
|
|
end
|
|
|
|
test "unlinked account can be deleted" do
|
|
plaid_account = plaid_accounts(:one)
|
|
AccountProvider.create!(account: @account, provider: plaid_account)
|
|
@account.reload
|
|
|
|
# Cannot delete while linked
|
|
delete account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
assert_equal "Cannot delete a linked account. Please unlink it first.", flash[:alert]
|
|
|
|
# Unlink the account
|
|
delete unlink_account_url(@account)
|
|
@account.reload
|
|
|
|
# Now can delete
|
|
delete account_url(@account)
|
|
assert_redirected_to accounts_path
|
|
assert_enqueued_with job: DestroyJob
|
|
assert_equal "Depository account scheduled for deletion", flash[:notice]
|
|
end
|
|
|
|
test "disabling an account keeps it visible on index" do
|
|
@account.disable!
|
|
|
|
get accounts_path
|
|
|
|
assert_response :success
|
|
assert_includes @response.body, @account.name
|
|
assert_includes @response.body, "account_#{@account.id}_active"
|
|
end
|
|
|
|
test "toggle_active disables and re-enables an account" do
|
|
patch toggle_active_account_url(@account)
|
|
assert_redirected_to accounts_path
|
|
@account.reload
|
|
assert @account.disabled?
|
|
|
|
patch toggle_active_account_url(@account)
|
|
assert_redirected_to accounts_path
|
|
@account.reload
|
|
assert @account.active?
|
|
end
|
|
|
|
test "select_provider shows available providers" do
|
|
get select_provider_account_url(@account)
|
|
assert_response :success
|
|
end
|
|
|
|
test "select_provider redirects for already linked account" do
|
|
plaid_account = plaid_accounts(:one)
|
|
AccountProvider.create!(account: @account, provider: plaid_account)
|
|
|
|
get select_provider_account_url(@account)
|
|
assert_redirected_to account_url(@account)
|
|
assert_equal "Account is already linked to a provider", flash[:alert]
|
|
end
|
|
|
|
test "unlink preserves SnaptradeAccount record" do
|
|
snaptrade_account = snaptrade_accounts(:fidelity_401k)
|
|
investment = accounts(:investment)
|
|
AccountProvider.create!(account: investment, provider: snaptrade_account)
|
|
investment.reload
|
|
|
|
assert investment.linked?
|
|
|
|
delete unlink_account_url(investment)
|
|
investment.reload
|
|
|
|
assert_not investment.linked?
|
|
assert_redirected_to accounts_path
|
|
# SnaptradeAccount should still exist (not destroyed)
|
|
assert SnaptradeAccount.exists?(snaptrade_account.id), "SnaptradeAccount should be preserved after unlink"
|
|
# But AccountProvider should be gone
|
|
assert_not AccountProvider.exists?(provider_type: "SnaptradeAccount", provider_id: snaptrade_account.id)
|
|
end
|
|
|
|
test "unlink does not enqueue SnapTrade cleanup job" do
|
|
snaptrade_account = snaptrade_accounts(:fidelity_401k)
|
|
investment = accounts(:investment)
|
|
AccountProvider.create!(account: investment, provider: snaptrade_account)
|
|
investment.reload
|
|
|
|
assert_no_enqueued_jobs(only: SnaptradeConnectionCleanupJob) do
|
|
delete unlink_account_url(investment)
|
|
end
|
|
end
|
|
|
|
test "unlink detaches holdings from SnapTrade provider" do
|
|
snaptrade_account = snaptrade_accounts(:fidelity_401k)
|
|
investment = accounts(:investment)
|
|
ap = AccountProvider.create!(account: investment, provider: snaptrade_account)
|
|
|
|
# Assign a holding to this provider
|
|
holding = holdings(:one)
|
|
holding.update!(account_provider: ap)
|
|
|
|
delete unlink_account_url(investment)
|
|
holding.reload
|
|
|
|
assert_nil holding.account_provider_id, "Holding should be detached from provider after unlink"
|
|
end
|
|
end
|
|
|
|
class AccountsControllerSimplefinCtaTest < ActionDispatch::IntegrationTest
|
|
fixtures :users, :families
|
|
|
|
setup do
|
|
sign_in users(:family_admin)
|
|
@family = families(:dylan_family)
|
|
end
|
|
|
|
test "when unlinked SFAs exist and manuals exist, shows setup button only" do
|
|
item = SimplefinItem.create!(family: @family, name: "Conn", access_url: "https://example.com/access")
|
|
# Unlinked SFA (no account and no provider link)
|
|
item.simplefin_accounts.create!(name: "A", account_id: "sf_a", currency: "USD", current_balance: 1, account_type: "depository")
|
|
# One manual account available
|
|
Account.create!(family: @family, name: "Manual A", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
|
|
|
|
get accounts_path
|
|
assert_response :success
|
|
# Expect setup link present
|
|
assert_includes @response.body, setup_accounts_simplefin_item_path(item)
|
|
# Relink modal (SimpleFin-specific) should not be present anymore
|
|
refute_includes @response.body, "Link existing accounts"
|
|
end
|
|
|
|
test "when SFAs exist and none unlinked and manuals exist, no relink modal is shown (unified flow)" do
|
|
item = SimplefinItem.create!(family: @family, name: "Conn2", access_url: "https://example.com/access")
|
|
# Create a manual linked to SFA so unlinked count == 0
|
|
sfa = item.simplefin_accounts.create!(name: "B", account_id: "sf_b", currency: "USD", current_balance: 1, account_type: "depository")
|
|
linked = Account.create!(family: @family, name: "Linked", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "savings"))
|
|
# Legacy association sufficient to count as linked
|
|
sfa.update!(account: linked)
|
|
|
|
# Also create another manual account to make manuals_exist true
|
|
Account.create!(family: @family, name: "Manual B", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
|
|
|
|
get accounts_path
|
|
assert_response :success
|
|
# The SimpleFin-specific relink modal is removed in favor of unified provider flow
|
|
refute_includes @response.body, "Link existing accounts"
|
|
end
|
|
|
|
test "when no SFAs exist, shows neither CTA" do
|
|
item = SimplefinItem.create!(family: @family, name: "Conn3", access_url: "https://example.com/access")
|
|
|
|
get accounts_path
|
|
assert_response :success
|
|
refute_includes @response.body, setup_accounts_simplefin_item_path(item)
|
|
refute_includes @response.body, "Link existing accounts"
|
|
end
|
|
end
|