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* Infer SnapTrade account types from categories * Allow choosing SnapTrade account types * Reauthorize SnapTrade connections needing attention * Clear stale SnapTrade reconnect state * Always schedule SnapTrade reconnect syncs * Recognize SnapTrade credit card accounts * Recognize SnapTrade crypto account types * Schedule SnapTrade syncs after active imports * Fix SnapTrade account type CI tests * Normalize SnapTrade card account types
433 lines
18 KiB
Ruby
433 lines
18 KiB
Ruby
require "test_helper"
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class SnaptradeItemsControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@snaptrade_item = snaptrade_items(:configured_item)
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end
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def sign_out
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@user.sessions.each do |session|
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delete session_path(session)
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end
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end
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test "connect redirects to portal when successful" do
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portal_url = "https://app.snaptrade.com/portal/test123"
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SnaptradeItem.any_instance.stubs(:connection_portal_url).returns(portal_url)
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get connect_snaptrade_item_url(@snaptrade_item)
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assert_redirected_to portal_url
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end
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test "connect handles decryption error gracefully" do
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SnaptradeItem.any_instance
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.stubs(:connection_portal_url)
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.raises(ActiveRecord::Encryption::Errors::Decryption.new("cannot decrypt"))
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get connect_snaptrade_item_url(@snaptrade_item)
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assert_redirected_to settings_providers_path
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assert_match(/Unable to read SnapTrade credentials/, flash[:alert])
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end
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test "connect handles general error gracefully" do
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SnaptradeItem.any_instance
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.stubs(:connection_portal_url)
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.raises(StandardError.new("something broke"))
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get connect_snaptrade_item_url(@snaptrade_item)
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assert_redirected_to settings_providers_path
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assert_match(/Failed to connect/, flash[:alert])
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end
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test "oauth_authorize stores state and verifier in session and redirects to SnapTrade" do
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url
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assert_response :redirect
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redirect = URI.parse(response.location)
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assert_equal "dashboard.snaptrade.com", redirect.host
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params = Rack::Utils.parse_query(redirect.query)
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oauth_session = session[:snaptrade_oauth]
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assert_equal oauth_session["state"], params["state"]
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assert_equal "S256", params["code_challenge_method"]
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assert oauth_session["code_verifier"].present?
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assert oauth_session["item_id"].present?
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_authorize redirects to settings when OAuth is not configured" do
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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get oauth_authorize_snaptrade_items_url
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assert_redirected_to settings_providers_path
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end
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test "oauth_callback rejects state mismatch without exchanging the code" do
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Provider::Snaptrade.expects(:exchange_code).never
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url
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get oauth_callback_snaptrade_items_url(code: "c0de", state: "wrong-state")
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assert_redirected_to settings_providers_path
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assert flash[:alert].present?
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_callback handles access_denied" do
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get oauth_callback_snaptrade_items_url(error: "access_denied", state: "whatever")
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assert_redirected_to settings_providers_path
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assert flash[:alert].present?
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end
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test "oauth_callback fails when code param is missing" do
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Provider::Snaptrade.expects(:exchange_code).never
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url
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oauth_session = session[:snaptrade_oauth]
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get oauth_callback_snaptrade_items_url(state: oauth_session["state"])
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assert_redirected_to settings_providers_path
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assert_equal "Unable to complete SnapTrade authorization. Please try again.", flash[:alert]
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assert_nil session[:snaptrade_oauth]
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_callback handles exchange failures without applying tokens" do
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url
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oauth_session = session[:snaptrade_oauth]
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item = SnaptradeItem.find(oauth_session["item_id"])
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original_token = item.oauth_access_token
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Provider::Snaptrade.expects(:exchange_code)
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.with(code: "c0de", redirect_uri: oauth_callback_snaptrade_items_url, code_verifier: oauth_session["code_verifier"])
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.raises(Provider::Snaptrade::Error.new("upstream exchange failed"))
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get oauth_callback_snaptrade_items_url(code: "c0de", state: oauth_session["state"])
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assert_redirected_to settings_providers_path
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assert_equal "Unable to complete SnapTrade authorization. Please try again.", flash[:alert]
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assert_nil session[:snaptrade_oauth]
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assert_equal original_token, item.reload.oauth_access_token
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_callback exchanges code, stores tokens, queues sync, and resumes setup" do
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url(return_to: "setup_accounts")
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oauth_session = session[:snaptrade_oauth]
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item = SnaptradeItem.find(oauth_session["item_id"])
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Provider::Snaptrade.expects(:exchange_code)
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.with(code: "c0de", redirect_uri: oauth_callback_snaptrade_items_url, code_verifier: oauth_session["code_verifier"])
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.returns({ "access_token" => "at", "refresh_token" => "rt", "expires_in" => 900 })
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get oauth_callback_snaptrade_items_url(code: "c0de", state: oauth_session["state"])
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assert_redirected_to setup_accounts_snaptrade_item_path(item, accountable_type: nil)
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assert_equal "at", item.reload.oauth_access_token
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assert_nil session[:snaptrade_oauth]
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_callback clears a reconnect warning after successful authorization" do
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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@snaptrade_item.update!(status: :requires_update)
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get oauth_authorize_snaptrade_items_url(item_id: @snaptrade_item.id)
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oauth_session = session[:snaptrade_oauth]
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Provider::Snaptrade.expects(:exchange_code).returns({ "access_token" => "at", "refresh_token" => "rt" })
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get oauth_callback_snaptrade_items_url(code: "c0de", state: oauth_session["state"])
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assert @snaptrade_item.reload.good?
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "oauth_callback queues a sync even while activities are fetching" do
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Rails.configuration.x.snaptrade.oauth_client_id = "client-id"
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Rails.configuration.x.snaptrade.oauth_client_secret = "client-secret"
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get oauth_authorize_snaptrade_items_url(item_id: @snaptrade_item.id)
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oauth_session = session[:snaptrade_oauth]
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Provider::Snaptrade.expects(:exchange_code).returns({ "access_token" => "at", "refresh_token" => "rt" })
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active_sync = @snaptrade_item.syncs.create!
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active_sync.start!
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assert_enqueued_with job: SnaptradeFollowUpSyncJob do
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get oauth_callback_snaptrade_items_url(code: "c0de", state: oauth_session["state"])
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end
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ensure
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Rails.configuration.x.snaptrade.oauth_client_id = nil
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Rails.configuration.x.snaptrade.oauth_client_secret = nil
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end
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test "Reconnect starts OAuth authorization instead of adding a brokerage" do
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@snaptrade_item.update!(status: :requires_update)
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get accounts_url
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assert_select "a[href='#{oauth_authorize_snaptrade_items_path(item_id: @snaptrade_item.id)}'][data-turbo-frame='_top']", text: /Reconnect/
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assert_select "a[href='#{connect_snaptrade_item_path(@snaptrade_item)}']", text: /Reconnect/, count: 0
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end
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test "select_accounts redirects unregistered users into connect flow" do
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sign_out
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sign_in @user = users(:empty)
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snaptrade_item = snaptrade_items(:unauthorized_item)
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get select_accounts_snaptrade_items_url, params: { accountable_type: "Investment", return_to: "setup_accounts" }
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assert_redirected_to oauth_authorize_snaptrade_items_path(
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item_id: snaptrade_item.id,
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accountable_type: "Investment",
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return_to: "setup_accounts"
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)
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end
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test "select_accounts redirects registered users to setup flow" do
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get select_accounts_snaptrade_items_url, params: { accountable_type: "Investment", return_to: "/accounts" }
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assert_redirected_to setup_accounts_snaptrade_item_path(@snaptrade_item, accountable_type: "Investment", return_to: "/accounts")
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end
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test "preload_accounts redirects unregistered users into connect flow" do
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sign_out
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sign_in @user = users(:empty)
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assert_no_difference "Sync.count" do
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get preload_accounts_snaptrade_items_url
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end
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assert_redirected_to oauth_authorize_snaptrade_items_path(item_id: snaptrade_items(:unauthorized_item).id)
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end
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test "preload_accounts redirects registered users to setup flow and queues sync" do
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assert_difference "Sync.count", 1 do
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get preload_accounts_snaptrade_items_url
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end
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assert_redirected_to setup_accounts_snaptrade_item_path(@snaptrade_item)
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end
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test "entry routing prefers a registered active item over a pending one" do
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pending_item = @user.family.snaptrade_items.create!(
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name: "Pending Registration",
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status: :good,
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scheduled_for_deletion: false,
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pending_account_setup: true
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)
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get select_accounts_snaptrade_items_url, params: { accountable_type: "Investment", return_to: "/accounts" }
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assert_redirected_to setup_accounts_snaptrade_item_path(@snaptrade_item, accountable_type: "Investment", return_to: "/accounts")
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assert_difference "Sync.count", 1 do
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get preload_accounts_snaptrade_items_url
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end
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assert_redirected_to setup_accounts_snaptrade_item_path(@snaptrade_item)
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assert_not pending_item.oauth_configured?
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end
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test "setup_accounts shows linkable investment and crypto accounts in dropdown" do
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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assert_response :success
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# Investment and crypto accounts (no provider) should appear in the link dropdown
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assert_match accounts(:investment).name, response.body
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assert_match accounts(:crypto).name, response.body
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# Depository should NOT appear in the link dropdown (wrong type)
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# The depository name may appear elsewhere on the page, so check the select options specifically
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refute_match(/option.*#{accounts(:depository).name}/, response.body)
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end
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test "setup_accounts excludes accounts that already have a provider from dropdown" do
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# Link the investment account to a snaptrade_account
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AccountProvider.create!(
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account: accounts(:investment),
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provider: snaptrade_accounts(:fidelity_401k)
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)
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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assert_response :success
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# Investment account is now linked → should NOT appear in link dropdown options
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refute_match(/option.*#{accounts(:investment).name}/, response.body)
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# Crypto still unlinked → should appear
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assert_match accounts(:crypto).name, response.body
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end
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test "setup_accounts preselects types from SnapTrade account categories" do
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account = snaptrade_accounts(:fidelity_401k)
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account.update!(raw_payload: { "account_category" => "DEPOSIT" })
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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assert_select "input[name='account_types[#{account.id}]'][value='Depository']"
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end
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test "complete_account_setup uses the selected account type" do
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account = snaptrade_accounts(:fidelity_401k)
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@snaptrade_item.stubs(:sync_later)
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assert_difference "Account.where(accountable_type: 'Depository').count", 1 do
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post complete_account_setup_snaptrade_item_url(@snaptrade_item), params: {
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account_ids: [ account.id ],
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account_types: { account.id => "Depository" }
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}
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end
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assert_equal "Depository", account.reload.current_account.accountable_type
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end
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test "select_existing_account prefers registered active item over pending one" do
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pending_item = @user.family.snaptrade_items.create!(
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name: "Pending Registration",
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status: :good,
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scheduled_for_deletion: false,
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pending_account_setup: true
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)
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pending_item.snaptrade_accounts.create!(
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snaptrade_account_id: "pending_snaptrade_account",
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name: "Pending Brokerage Account",
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brokerage_name: "Pending Broker",
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currency: "USD",
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current_balance: 0
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)
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get select_existing_account_snaptrade_items_url, params: { account_id: accounts(:investment).id }
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assert_response :success
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assert_includes response.body, snaptrade_accounts(:fidelity_401k).name
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refute_includes response.body, "Pending Brokerage Account"
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end
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test "link_existing_account links account to snaptrade_account" do
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account = accounts(:investment)
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snaptrade_account = snaptrade_accounts(:fidelity_401k)
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assert_difference "AccountProvider.count", 1 do
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post link_existing_account_snaptrade_items_url, params: {
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account_id: account.id,
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snaptrade_account_id: snaptrade_account.id,
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snaptrade_item_id: @snaptrade_item.id
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}
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end
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assert_redirected_to account_path(account)
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assert_match(/Successfully linked/, flash[:notice])
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snaptrade_account.reload
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assert_equal account, snaptrade_account.current_account
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end
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test "link_existing_account handles missing account gracefully" do
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snaptrade_account = snaptrade_accounts(:fidelity_401k)
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assert_no_difference "AccountProvider.count" do
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post link_existing_account_snaptrade_items_url, params: {
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account_id: "nonexistent",
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snaptrade_account_id: snaptrade_account.id,
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snaptrade_item_id: @snaptrade_item.id
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}
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end
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assert_redirected_to settings_providers_path
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assert_match(/not found/i, flash[:alert])
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end
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# --- setup_accounts throttle-sync fix ---
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#
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# The fix on setup_accounts ensures sync_later is only called when there are no
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# accounts AND the item has never been synced (last_synced_at.blank?). This
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# prevents the infinite-spinner loop where every page load re-triggered a sync
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# even after SnapTrade already confirmed 0 linked accounts.
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#
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# Three view-state branches we need to cover:
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# A) No accounts + never synced → trigger sync, render spinner
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# B) No accounts + synced once, now idle → skip sync, show "no accounts found"
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# C) No accounts + synced once, still syncing → show spinner, do NOT re-queue
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test "setup_accounts triggers sync and shows spinner when item has no accounts and has never been synced" do
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# Pre-condition: no snaptrade_accounts and no completed syncs (last_synced_at is nil)
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@snaptrade_item.snaptrade_accounts.destroy_all
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@snaptrade_item.syncs.destroy_all
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assert_difference "Sync.count", 1 do
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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end
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assert_response :success
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assert_select "#snaptrade-sync-spinner", count: 1, message: "Expected the spinner to be shown on first visit with no accounts"
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assert_select ".no-accounts-found", count: 0, message: "Expected the no-accounts UI to be hidden while syncing"
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end
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test "setup_accounts shows no-accounts-found state after a completed sync returns zero accounts" do
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# Pre-condition: no snaptrade_accounts, but there IS a past completed sync
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@snaptrade_item.snaptrade_accounts.destroy_all
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@snaptrade_item.syncs.destroy_all
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@snaptrade_item.syncs.create!(status: :completed, completed_at: 1.minute.ago)
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# Item is not currently syncing → @syncing is false
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assert_not @snaptrade_item.reload.syncing?, "Item should not be syncing for this test"
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assert_no_difference "Sync.count" do
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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end
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assert_response :success
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assert_select ".no-accounts-found", count: 1, message: "Expected the no-accounts UI to be shown after a completed sync with zero accounts"
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assert_select "#snaptrade-sync-spinner", count: 0, message: "Expected the spinner to be hidden when there is no active sync"
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assert_select "a[href=?]", connect_snaptrade_item_path(@snaptrade_item, return_to: "setup_accounts", accountable_type: nil), text: /Connect Brokerage/
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assert_no_match oauth_authorize_snaptrade_items_path(item_id: @snaptrade_item.id), response.body
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end
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test "setup_accounts does not re-queue a sync when a sync is already in progress" do
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# Pre-condition: no accounts, one past completed sync, + one visible (in-flight) sync
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@snaptrade_item.snaptrade_accounts.destroy_all
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@snaptrade_item.syncs.destroy_all
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@snaptrade_item.syncs.create!(status: :completed, completed_at: 5.minutes.ago)
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@snaptrade_item.syncs.create!(status: :pending, created_at: 1.minute.ago) # visible/in-flight
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assert @snaptrade_item.reload.syncing?, "Item should be syncing for this test"
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assert_no_difference "Sync.count" do
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get setup_accounts_snaptrade_item_url(@snaptrade_item)
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|
end
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assert_response :success
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assert_select "#snaptrade-sync-spinner", count: 1, message: "Expected the spinner to be shown while sync is in progress"
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assert_select ".no-accounts-found", count: 0, message: "Expected the no-accounts UI to be hidden while a sync is active"
|
|
end
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end
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