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* Add tests and logic for zero balance handling and inactivity detection - Updated `SimplefinItem::ImporterInactiveTest` to include cases for chunked imports, credit cards, and loans. - Added logic to skip zero balance detection for liability accounts (e.g., credit cards, loans). - Ensured zero balance runs are counted only once per sync to avoid false positives during chunked imports. * Add nil safety --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
119 lines
4.2 KiB
Ruby
119 lines
4.2 KiB
Ruby
require "test_helper"
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class SimplefinItem::ImporterInactiveTest < ActiveSupport::TestCase
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setup do
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@family = families(:dylan_family)
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@item = SimplefinItem.create!(family: @family, name: "SF Conn", access_url: "https://example.com/access")
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@sync = Sync.create!(syncable: @item)
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end
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def importer
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@importer ||= SimplefinItem::Importer.new(@item, simplefin_provider: mock(), sync: @sync)
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end
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test "marks inactive when payload indicates closed or hidden" do
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account_data = { id: "a1", name: "Old Checking", balance: 0, currency: "USD", closed: true }
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importer.send(:import_account, account_data)
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stats = @sync.reload.sync_stats
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assert stats.dig("inactive", "a1"), "should be inactive when closed flag present"
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end
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test "counts zero runs once per sync even with multiple imports" do
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account_data = { id: "a2", name: "Dormant", balance: 0, "available-balance": 0, currency: "USD" }
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# Multiple imports in the same sync (simulating chunked imports) should only count once
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5.times { importer.send(:import_account, account_data) }
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stats = @sync.reload.sync_stats
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assert_equal 1, stats.dig("zero_runs", "a2"), "should only count once per sync despite multiple imports"
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assert_equal false, stats.dig("inactive", "a2"), "should not be inactive after single count"
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end
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test "resets zero_runs and inactive when activity returns" do
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account_data = { id: "a3", name: "Dormant", balance: 0, "available-balance": 0, currency: "USD" }
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importer.send(:import_account, account_data)
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stats = @sync.reload.sync_stats
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assert_equal 1, stats.dig("zero_runs", "a3")
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# Activity returns: non-zero balance
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active_data = { id: "a3", name: "Dormant", balance: 10, currency: "USD" }
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importer.send(:import_account, active_data)
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stats = @sync.reload.sync_stats
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assert_equal 0, stats.dig("zero_runs", "a3")
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assert_equal false, stats.dig("inactive", "a3")
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end
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test "does not count zero run when both balances are missing and no holdings" do
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account_data = { id: "a4", name: "Unknown", currency: "USD" } # no balance keys, no holdings
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importer.send(:import_account, account_data)
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stats = @sync.reload.sync_stats
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assert_equal 0, stats.dig("zero_runs", "a4").to_i
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assert_equal false, stats.dig("inactive", "a4")
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end
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test "skips zero balance detection for credit cards" do
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# Create a SimplefinAccount linked to a CreditCard account
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sfa = SimplefinAccount.create!(
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simplefin_item: @item,
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name: "Paid Off Card",
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account_id: "cc1",
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account_type: "credit",
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currency: "USD",
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current_balance: 0
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)
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credit_card = CreditCard.create!
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account = @family.accounts.create!(
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name: "Paid Off Card",
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balance: 0,
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currency: "USD",
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accountable: credit_card,
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simplefin_account_id: sfa.id
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)
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account_data = { id: "cc1", name: "Paid Off Card", balance: 0, "available-balance": 0, currency: "USD" }
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# Even with zero balance and no holdings, credit cards should not trigger the counter
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importer.send(:import_account, account_data)
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stats = @sync.reload.sync_stats
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assert_nil stats.dig("zero_runs", "cc1"), "should not count zero runs for credit cards"
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assert_equal false, stats.dig("inactive", "cc1")
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end
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test "skips zero balance detection for loans" do
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# Create a SimplefinAccount linked to a Loan account
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sfa = SimplefinAccount.create!(
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simplefin_item: @item,
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name: "Paid Off Loan",
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account_id: "loan1",
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account_type: "loan",
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currency: "USD",
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current_balance: 0
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)
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loan = Loan.create!
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account = @family.accounts.create!(
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name: "Paid Off Loan",
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balance: 0,
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currency: "USD",
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accountable: loan,
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simplefin_account_id: sfa.id
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)
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account_data = { id: "loan1", name: "Paid Off Loan", balance: 0, "available-balance": 0, currency: "USD" }
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# Even with zero balance and no holdings, loans should not trigger the counter
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importer.send(:import_account, account_data)
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stats = @sync.reload.sync_stats
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assert_nil stats.dig("zero_runs", "loan1"), "should not count zero runs for loans"
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assert_equal false, stats.dig("inactive", "loan1")
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end
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end
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