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* Add Indexa Capital provider scaffold
Generate Indexa Capital provider scaffolding and align credential fields with the API authentication requirements.
* Fix PR 926 lint and schema CI failures
* Implement Indexa Capital provider with real API integration
- Rewrite all broken view templates (were meta-ERB from code generator)
- Create missing select_accounts.html.erb template
- Implement real API calls: list_accounts via /users/me, get_holdings
via /accounts/{number}/fiscal-results, get_account_balance via
/accounts/{number}/performance
- Add API token auth support (stored token > env token > credentials)
- Add api_token column with encryption support
- Redesign settings panel: API token prominent, credentials collapsible
- Fix account balances display using performance endpoint portfolios
- Fix accounts index empty-state guard missing indexa_capital_items
- Simplify activities fetch job (no activities API endpoint exists)
- Fix i18n interpolation (%%{ -> %{) throughout locale file
* Add tests for Indexa Capital provider integration
- IndexaCapitalItemTest: validations, credentials, scopes, sync status
- IndexaCapitalAccountTest: upsert, holdings, account provider linking
- Provider::IndexaCapitalTest: auth modes, API stubs, error handling
- IndexaCapitalItemsControllerTest: CRUD, setup, linking, authorization
- Fixtures for items (token + credentials) and accounts (mutual + pension)
52 tests, 98 assertions, 0 failures
* Address code review feedback from PR #933
- Fix zero balance bug: use `nil?` instead of `present?` so 0 is stored
- Fix has_indexa_capital_credentials? to check api_token (was ignored)
- Fix build_provider to delegate to Provided concern (was ignoring token)
- Fix IndexaCapital section outside encryption_error guard in settings
- Add account_number sanitization to prevent path traversal in API URLs
- Replace all skipped processor tests with real working tests
- Add zero-balance and path-traversal test coverage
61 tests, 107 assertions, 0 failures
* Address code review round 2: credentials validation, RuboCop, test quality
- Fix RuboCop SpaceInsideArrayLiteralBrackets in credentials check
- Chain where.not calls so all three username/document/password must be present
- Require all three credentials (||) instead of any one (&&) in validate_configuration!
- Move attr_reader to private to avoid exposing credentials publicly
- Parse dates with Date.parse in extract_balance for robustness
- Remove stale TODO and Crypto from supported_account_types
- Order build_provider query deterministically by created_at
- Replace no-op holdings assertion with meaningful assert_difference
* Address code review round 3: JSON parse safety and test precision
- Rescue JSON::ParserError on 2xx responses for clearer error messages
- Fix weak balance assertion: set balance to 0 before processing, assert
expected value (27093.01 = sum of holdings amounts)
* Include Indexa Capital in automatic family sync
Add indexa_capital_items to Family::Syncer#child_syncables so balances
and holdings refresh on daily auto-sync and login sync, not only on
manual sync button clicks.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
144 lines
4.6 KiB
Ruby
144 lines
4.6 KiB
Ruby
# frozen_string_literal: true
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require "test_helper"
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class IndexaCapitalItemTest < ActiveSupport::TestCase
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setup do
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@family = families(:dylan_family)
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@item = indexa_capital_items(:configured_with_token)
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end
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test "belongs to family" do
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assert_equal @family, @item.family
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end
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test "has many indexa_capital_accounts" do
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assert_includes @item.indexa_capital_accounts, indexa_capital_accounts(:mutual_fund)
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end
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test "has good status by default" do
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assert_equal "good", @item.status
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end
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test "validates presence of name" do
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item = IndexaCapitalItem.new(family: @family, api_token: "test")
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assert_not item.valid?
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assert_includes item.errors[:name], "can't be blank"
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end
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test "valid with api_token only" do
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item = IndexaCapitalItem.new(family: @family, name: "Test", api_token: "test_token")
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assert item.valid?
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end
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test "valid with username/document/password credentials" do
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item = IndexaCapitalItem.new(
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family: @family, name: "Test",
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username: "user@example.com", document: "12345678A", password: "secret"
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)
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assert item.valid?
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end
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test "invalid without any credentials on create" do
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item = IndexaCapitalItem.new(family: @family, name: "Test")
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assert_not item.valid?
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assert item.errors[:base].any?
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end
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test "credentials_configured? returns true with api_token" do
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assert @item.credentials_configured?
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end
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test "credentials_configured? returns true with username/document/password" do
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item = indexa_capital_items(:configured_with_credentials)
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assert item.credentials_configured?
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end
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test "credentials_configured? returns false when nothing set" do
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item = IndexaCapitalItem.new(family: @family, name: "Test")
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refute item.credentials_configured?
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end
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test "indexa_capital_provider returns nil when not configured" do
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item = IndexaCapitalItem.new(family: @family, name: "Test")
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assert_nil item.indexa_capital_provider
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end
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test "indexa_capital_provider returns provider with token auth" do
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provider = @item.indexa_capital_provider
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assert_instance_of Provider::IndexaCapital, provider
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end
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test "indexa_capital_provider returns provider with credentials auth" do
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item = indexa_capital_items(:configured_with_credentials)
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provider = item.indexa_capital_provider
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assert_instance_of Provider::IndexaCapital, provider
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end
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test "can be marked for deletion" do
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refute @item.scheduled_for_deletion?
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@item.destroy_later
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assert @item.scheduled_for_deletion?
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end
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test "is syncable" do
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assert_respond_to @item, :sync_later
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assert_respond_to @item, :syncing?
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end
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test "scopes work correctly" do
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item_for_deletion = IndexaCapitalItem.create!(
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family: @family, name: "Delete Me", api_token: "test",
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scheduled_for_deletion: true, created_at: 1.day.ago
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)
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active_items = @family.indexa_capital_items.active
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assert_includes active_items, @item
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refute_includes active_items, item_for_deletion
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end
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test "linked_accounts_count returns count of accounts with providers" do
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assert_equal 0, @item.linked_accounts_count
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account = Account.create!(
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family: @family, name: "Linked Fund", balance: 1000, currency: "EUR",
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accountable: Investment.new
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)
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AccountProvider.create!(account: account, provider: indexa_capital_accounts(:mutual_fund))
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assert_equal 1, @item.linked_accounts_count
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end
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test "unlinked_accounts_count returns count of accounts without providers" do
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assert_equal 2, @item.unlinked_accounts_count
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end
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test "sync_status_summary with no accounts" do
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item = IndexaCapitalItem.create!(family: @family, name: "Empty", api_token: "test")
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assert_equal I18n.t("indexa_capital_items.sync_status.no_accounts"), item.sync_status_summary
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end
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test "sync_status_summary with all linked" do
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# Link both accounts
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[ indexa_capital_accounts(:mutual_fund), indexa_capital_accounts(:pension_plan) ].each do |ica|
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account = Account.create!(
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family: @family, name: ica.name, balance: 1000, currency: "EUR",
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accountable: Investment.new
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)
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AccountProvider.create!(account: account, provider: ica)
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end
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assert_equal I18n.t("indexa_capital_items.sync_status.synced", count: 2), @item.sync_status_summary
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end
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test "sync_status_summary with partial setup" do
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account = Account.create!(
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family: @family, name: "Fund", balance: 1000, currency: "EUR",
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accountable: Investment.new
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)
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AccountProvider.create!(account: account, provider: indexa_capital_accounts(:mutual_fund))
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assert_equal I18n.t("indexa_capital_items.sync_status.synced_with_setup", linked: 1, unlinked: 1), @item.sync_status_summary
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end
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end
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