Files
sure/test/fixtures/trading212_items.yml
jdcdp 849578a84a Add support for trading212 integration in investments sync (#2513)
* Add support for trading212 integration in investments sync

* Respect Trading 212 history rate limits

* Replace hex colors with design tokens

* Changed withdrawal to withdraw

* Address PR review feedback for Trading 212 integration

- Replace all Rails.logger calls with DebugLogEntry.capture across
  syncer, importer, processor, provider, controller, and unlinking
- Fix destroy action to surface unlink errors via DebugLogEntry
- Replace hardcoded 'GBP' currency fallback with Current.family.currency
- Replace hardcoded English status strings in Syncer with i18n
- Add config/initializers/trading212.rb with DEBUG_RAW ENV toggle
- Add comprehensive test coverage: item, account, data_helpers,
  holdings_processor, activities_processor, importer, syncer,
  and controller tests
- Rewrite syncer and controller tests to match actual interfaces

* Fix tests and bugs found during local test execution

- Fix standard_ticker: empty string caused nil.upcase via [].first
- Fix parse_date: DateTime < Date, so when Date caught DateTime first
- Fix ActivitiesProcessor/HoldingsProcessor: missing instruments_map
  in DataHelpers caused NameError when processing dividends
- Fix test: security fixture ticker collision with test data
- Fix test: sync_status_summary i18n matching in assertions
- Fix test: trading212_provider ConfigurationError test path
- Fix test: controller invalid params needs Turbo-Frame header
- Fix test: syncer test uses stubs instead of strict expects

116 tests, 257 assertions, 0 failures, 0 errors

* Keep raw provider response bodies out of exception messages.

* Fix Secrets leak into page HTML, prevents the API key/secret from appearing in the HTML source while keeping the "leave blank to keep existing" UX.

* Address review findings: env gate, sync test, uniqueness test, destroy flow

- Gate TRADING212_DEBUG_RAW behind Rails.env.local? so staging/production
  cannot accidentally enable raw payload logging
- Assert SyncJob enqueue in sync controller test, not just redirect
- Fix cross-item uniqueness test to actually use two different items
- Remove rescue in destroy so unlink failures stop the flow (matching
  Brex/Akahu pattern) instead of proceeding to destroy_later silently

* Add Trading212 tables to db/schema.rb for CI test database

CI runs db:test:prepare which loads db/schema.rb, not migrations.
Without these table definitions, fixture loading fails with
PG::UndefinedTable: relation "trading212_accounts" does not exist.

* Removed lint complaint

* Register Trading212 in ProviderConnectionStatus::PROVIDERS

Fixes CI failure: test_provider_registry_covers_syncable_family_provider_item_associations

* Fixed bad merge

---------

Signed-off-by: jdcdp <47483528+jdcdp@users.noreply.github.com>
Co-authored-by: jdcdp <jdcdp@cdm4.net>
2026-07-25 04:54:30 +02:00

50 lines
1.2 KiB
YAML

# Minimal fixtures for Trading212 items
# Per CLAUDE.md: Keep fixtures minimal (2-3 per model for base cases)
configured_item:
family: dylan_family
name: "Trading 212 Connection"
status: good
environment: live
currency: USD
scheduled_for_deletion: false
pending_account_setup: false
api_key: "test_api_key"
api_secret: "test_api_secret"
raw_instruments_payload: []
pending_setup_item:
family: dylan_family
name: "Trading 212 Setup Pending"
status: good
environment: live
currency: USD
scheduled_for_deletion: false
pending_account_setup: true
api_key: "test_api_key_pending"
api_secret: "test_api_secret_pending"
raw_instruments_payload: []
requires_update_item:
family: dylan_family
name: "Trading 212 Needs Update"
status: requires_update
environment: live
currency: USD
scheduled_for_deletion: false
pending_account_setup: false
api_key: "bad_key"
api_secret: "bad_secret"
raw_instruments_payload: []
no_credentials_item:
family: dylan_family
name: "Trading 212 No Credentials"
status: good
environment: demo
currency: USD
scheduled_for_deletion: false
pending_account_setup: true
# api_key and api_secret intentionally blank
raw_instruments_payload: []