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https://github.com/we-promise/sure.git
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03a146222d
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow: 1. Import stage - we first make API calls and import Plaid data to "mirror" tables 2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances This provides several benefits: - Plaid syncs can now be "replayed" without fetching API data again - Mirror tables provide better audit and debugging capabilities - Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
116 lines
3.4 KiB
Ruby
116 lines
3.4 KiB
Ruby
require "test_helper"
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class PlaidAccount::Investments::SecurityResolverTest < ActiveSupport::TestCase
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setup do
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@upstream_resolver = mock("Security::Resolver")
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@plaid_account = plaid_accounts(:one)
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@resolver = PlaidAccount::Investments::SecurityResolver.new(@plaid_account)
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end
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test "handles missing plaid security" do
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missing_id = "missing_security_id"
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# Ensure there are *no* securities that reference the missing ID
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@plaid_account.update!(raw_investments_payload: {
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securities: [
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{
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"security_id" => "some_other_id",
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"ticker_symbol" => "FOO",
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"type" => "equity",
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"market_identifier_code" => "XNAS"
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}
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]
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})
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Security::Resolver.expects(:new).never
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Sentry.stubs(:capture_exception)
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response = @resolver.resolve(plaid_security_id: missing_id)
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assert_nil response.security
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refute response.cash_equivalent?
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refute response.brokerage_cash?
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end
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test "identifies brokerage cash plaid securities" do
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brokerage_cash_id = "brokerage_cash_security_id"
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@plaid_account.update!(raw_investments_payload: {
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securities: [
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{
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"security_id" => brokerage_cash_id,
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"ticker_symbol" => "CUR:USD", # Plaid brokerage cash ticker
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"type" => "cash",
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"is_cash_equivalent" => true
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}
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]
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})
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Security::Resolver.expects(:new).never
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response = @resolver.resolve(plaid_security_id: brokerage_cash_id)
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assert_nil response.security
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assert response.cash_equivalent?
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assert response.brokerage_cash?
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end
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test "identifies cash equivalent plaid securities" do
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mmf_security_id = "money_market_security_id"
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@plaid_account.update!(raw_investments_payload: {
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securities: [
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{
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"security_id" => mmf_security_id,
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"ticker_symbol" => "VMFXX", # Vanguard Federal Money Market Fund
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"type" => "mutual fund",
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"is_cash_equivalent" => true,
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"market_identifier_code" => "XNAS"
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}
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]
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})
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resolved_security = Security.create!(ticker: "VMFXX", exchange_operating_mic: "XNAS")
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Security::Resolver.expects(:new)
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.with("VMFXX", exchange_operating_mic: "XNAS")
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.returns(@upstream_resolver)
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@upstream_resolver.expects(:resolve).returns(resolved_security)
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response = @resolver.resolve(plaid_security_id: mmf_security_id)
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assert_equal resolved_security, response.security
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assert response.cash_equivalent?
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refute response.brokerage_cash?
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end
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test "resolves normal plaid securities" do
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security_id = "regular_security_id"
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@plaid_account.update!(raw_investments_payload: {
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securities: [
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{
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"security_id" => security_id,
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"ticker_symbol" => "IVV",
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"type" => "etf",
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"is_cash_equivalent" => false,
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"market_identifier_code" => "XNAS"
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}
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]
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})
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resolved_security = Security.create!(ticker: "IVV", exchange_operating_mic: "XNAS")
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Security::Resolver.expects(:new)
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.with("IVV", exchange_operating_mic: "XNAS")
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.returns(@upstream_resolver)
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@upstream_resolver.expects(:resolve).returns(resolved_security)
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response = @resolver.resolve(plaid_security_id: security_id)
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assert_equal resolved_security, response.security
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refute response.cash_equivalent? # Normal securities are not cash equivalent
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refute response.brokerage_cash?
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end
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end
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