Files
sure/test/controllers/simplefin_items_controller_test.rb
soky srm 4fb0a3856e Providers factory (#250)
* 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>
2025-10-28 19:32:27 +01:00

239 lines
8.0 KiB
Ruby

require "test_helper"
class SimplefinItemsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
@family = families(:dylan_family)
@simplefin_item = SimplefinItem.create!(
family: @family,
name: "Test Connection",
access_url: "https://example.com/test_access"
)
end
test "should get index" do
get simplefin_items_url
assert_response :success
assert_includes response.body, @simplefin_item.name
end
test "should get new" do
get new_simplefin_item_url
assert_response :success
end
test "should show simplefin item" do
get simplefin_item_url(@simplefin_item)
assert_response :success
end
test "should destroy simplefin item" do
assert_difference("SimplefinItem.count", 0) do # doesn't actually delete immediately
delete simplefin_item_url(@simplefin_item)
end
assert_redirected_to accounts_path
@simplefin_item.reload
assert @simplefin_item.scheduled_for_deletion?
end
test "should sync simplefin item" do
post sync_simplefin_item_url(@simplefin_item)
assert_redirected_to accounts_path
end
test "should get edit" do
@simplefin_item.update!(status: :requires_update)
get edit_simplefin_item_url(@simplefin_item)
assert_response :success
end
test "should update simplefin item with valid token" do
@simplefin_item.update!(status: :requires_update)
# Mock the SimpleFin provider to prevent real API calls
mock_provider = mock()
mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
mock_provider.expects(:get_accounts).returns({ accounts: [] }).at_least_once
Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
# Let the real create_simplefin_item! method run - don't mock it
patch simplefin_item_url(@simplefin_item), params: {
simplefin_item: { setup_token: "valid_token" }
}
assert_redirected_to accounts_path
assert_match(/updated successfully/, flash[:notice])
@simplefin_item.reload
assert @simplefin_item.scheduled_for_deletion?
end
test "should handle update with invalid token" do
@simplefin_item.update!(status: :requires_update)
patch simplefin_item_url(@simplefin_item), params: {
simplefin_item: { setup_token: "" }
}
assert_response :unprocessable_entity
assert_includes response.body, "Please enter a SimpleFin setup token"
end
test "should transfer accounts when updating simplefin item token" do
@simplefin_item.update!(status: :requires_update)
# Create old SimpleFin accounts linked to Maybe accounts
old_simplefin_account1 = @simplefin_item.simplefin_accounts.create!(
name: "Test Checking",
account_id: "sf_account_123",
currency: "USD",
current_balance: 1000,
account_type: "depository"
)
old_simplefin_account2 = @simplefin_item.simplefin_accounts.create!(
name: "Test Savings",
account_id: "sf_account_456",
currency: "USD",
current_balance: 5000,
account_type: "depository"
)
# Create Maybe accounts linked to the SimpleFin accounts
maybe_account1 = Account.create!(
family: @family,
name: "Checking Account",
balance: 1000,
currency: "USD",
accountable_type: "Depository",
accountable: Depository.create!(subtype: "checking"),
simplefin_account_id: old_simplefin_account1.id
)
maybe_account2 = Account.create!(
family: @family,
name: "Savings Account",
balance: 5000,
currency: "USD",
accountable_type: "Depository",
accountable: Depository.create!(subtype: "savings"),
simplefin_account_id: old_simplefin_account2.id
)
# Update old SimpleFin accounts to reference the Maybe accounts
old_simplefin_account1.update!(account: maybe_account1)
old_simplefin_account2.update!(account: maybe_account2)
# Mock only the external API calls, let business logic run
mock_provider = mock()
mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
mock_provider.expects(:get_accounts).returns({
accounts: [
{
id: "sf_account_123",
name: "Test Checking",
type: "depository",
currency: "USD",
balance: 1000,
transactions: []
},
{
id: "sf_account_456",
name: "Test Savings",
type: "depository",
currency: "USD",
balance: 5000,
transactions: []
}
]
}).at_least_once
Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
# Perform the update
patch simplefin_item_url(@simplefin_item), params: {
simplefin_item: { setup_token: "valid_token" }
}
assert_redirected_to accounts_path
assert_match(/updated successfully/, flash[:notice])
# Verify accounts were transferred to new SimpleFin accounts
assert Account.exists?(maybe_account1.id), "maybe_account1 should still exist"
assert Account.exists?(maybe_account2.id), "maybe_account2 should still exist"
maybe_account1.reload
maybe_account2.reload
# Find the new SimpleFin item that was created
new_simplefin_item = @family.simplefin_items.where.not(id: @simplefin_item.id).first
assert_not_nil new_simplefin_item, "New SimpleFin item should have been created"
new_sf_account1 = new_simplefin_item.simplefin_accounts.find_by(account_id: "sf_account_123")
new_sf_account2 = new_simplefin_item.simplefin_accounts.find_by(account_id: "sf_account_456")
assert_not_nil new_sf_account1, "New SimpleFin account with ID sf_account_123 should exist"
assert_not_nil new_sf_account2, "New SimpleFin account with ID sf_account_456 should exist"
assert_equal new_sf_account1.id, maybe_account1.simplefin_account_id
assert_equal new_sf_account2.id, maybe_account2.simplefin_account_id
# Verify old SimpleFin accounts no longer reference Maybe accounts
old_simplefin_account1.reload
old_simplefin_account2.reload
assert_nil old_simplefin_account1.current_account
assert_nil old_simplefin_account2.current_account
# Verify old SimpleFin item is scheduled for deletion
@simplefin_item.reload
assert @simplefin_item.scheduled_for_deletion?
end
test "should handle partial account matching during token update" do
@simplefin_item.update!(status: :requires_update)
# Create old SimpleFin account
old_simplefin_account = @simplefin_item.simplefin_accounts.create!(
name: "Test Checking",
account_id: "sf_account_123",
currency: "USD",
current_balance: 1000,
account_type: "depository"
)
# Create Maybe account linked to the SimpleFin account
maybe_account = Account.create!(
family: @family,
name: "Checking Account",
balance: 1000,
currency: "USD",
accountable_type: "Depository",
accountable: Depository.create!(subtype: "checking"),
simplefin_account_id: old_simplefin_account.id
)
old_simplefin_account.update!(account: maybe_account)
# Mock only the external API calls, let business logic run
mock_provider = mock()
mock_provider.expects(:claim_access_url).with("valid_token").returns("https://example.com/new_access")
# Return empty accounts list to simulate account was removed from bank
mock_provider.expects(:get_accounts).returns({ accounts: [] }).at_least_once
Provider::Simplefin.expects(:new).returns(mock_provider).at_least_once
# Perform update
patch simplefin_item_url(@simplefin_item), params: {
simplefin_item: { setup_token: "valid_token" }
}
assert_redirected_to accounts_path
# Verify Maybe account still linked to old SimpleFin account (no transfer occurred)
maybe_account.reload
old_simplefin_account.reload
assert_equal old_simplefin_account.id, maybe_account.simplefin_account_id
assert_equal maybe_account, old_simplefin_account.current_account
# Old item still scheduled for deletion
@simplefin_item.reload
assert @simplefin_item.scheduled_for_deletion?
end
end