From 296dcd7f264e0933bfffd911b45cf27fecf7b196 Mon Sep 17 00:00:00 2001
From: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Date: Fri, 23 May 2025 13:59:01 -0400
Subject: [PATCH] Transaction processor test cases

---
 .../investments/holdings_processor_test.rb    | 15 +++++
 .../investments/security_resolver_test.rb     | 15 +++++
 .../transactions_processor_test.rb            | 15 +++++
 .../transactions/processor_test.rb            | 60 +++++++++++++++++++
 4 files changed, 105 insertions(+)
 create mode 100644 test/models/plaid_account/investments/holdings_processor_test.rb
 create mode 100644 test/models/plaid_account/investments/security_resolver_test.rb
 create mode 100644 test/models/plaid_account/investments/transactions_processor_test.rb
 create mode 100644 test/models/plaid_account/transactions/processor_test.rb

diff --git a/test/models/plaid_account/investments/holdings_processor_test.rb b/test/models/plaid_account/investments/holdings_processor_test.rb
new file mode 100644
index 00000000..5d0a06ab
--- /dev/null
+++ b/test/models/plaid_account/investments/holdings_processor_test.rb
@@ -0,0 +1,15 @@
+require "test_helper"
+
+class PlaidAccount::Investments::HoldingsProcessorTest < ActiveSupport::TestCase
+  setup do
+    # TODO: set up holdings data and security resolver stub
+  end
+
+  test "creates holding records from Plaid holdings snapshot" do
+    # TODO
+  end
+
+  test "upserts security records via SecurityResolver" do
+    # TODO
+  end
+end
diff --git a/test/models/plaid_account/investments/security_resolver_test.rb b/test/models/plaid_account/investments/security_resolver_test.rb
new file mode 100644
index 00000000..d154d536
--- /dev/null
+++ b/test/models/plaid_account/investments/security_resolver_test.rb
@@ -0,0 +1,15 @@
+require "test_helper"
+
+class PlaidAccount::Investments::SecurityResolverTest < ActiveSupport::TestCase
+  setup do
+    # TODO: stub security provider lookup
+  end
+
+  test "finds existing security by identifiers" do
+    # TODO
+  end
+
+  test "creates new security when none found" do
+    # TODO
+  end
+end
diff --git a/test/models/plaid_account/investments/transactions_processor_test.rb b/test/models/plaid_account/investments/transactions_processor_test.rb
new file mode 100644
index 00000000..a377865b
--- /dev/null
+++ b/test/models/plaid_account/investments/transactions_processor_test.rb
@@ -0,0 +1,15 @@
+require "test_helper"
+
+class PlaidAccount::Investments::TransactionsProcessorTest < ActiveSupport::TestCase
+  setup do
+    # TODO: set up investment plaid account and security resolver stub
+  end
+
+  test "creates trade entries from Plaid investment transactions" do
+    # TODO
+  end
+
+  test "handles security resolution for unknown securities" do
+    # TODO
+  end
+end
diff --git a/test/models/plaid_account/transactions/processor_test.rb b/test/models/plaid_account/transactions/processor_test.rb
new file mode 100644
index 00000000..3c5bc10d
--- /dev/null
+++ b/test/models/plaid_account/transactions/processor_test.rb
@@ -0,0 +1,60 @@
+require "test_helper"
+
+class PlaidAccount::Transactions::ProcessorTest < ActiveSupport::TestCase
+  setup do
+    @plaid_account = plaid_accounts(:one)
+  end
+
+  test "processes added and modified plaid transactions" do
+    added_transactions = [ { "transaction_id" => "123" } ]
+    modified_transactions = [ { "transaction_id" => "456" } ]
+
+    @plaid_account.update!(raw_transactions_payload: {
+      added: added_transactions,
+      modified: modified_transactions,
+      removed: []
+    })
+
+    mock_processor = mock("PlaidEntry::TransactionProcessor")
+    PlaidEntry::TransactionProcessor.expects(:new)
+                                    .with(added_transactions.first, plaid_account: @plaid_account)
+                                    .returns(mock_processor)
+                                    .once
+
+    PlaidEntry::TransactionProcessor.expects(:new)
+                                    .with(modified_transactions.first, plaid_account: @plaid_account)
+                                    .returns(mock_processor)
+                                    .once
+
+    mock_processor.expects(:process).twice
+
+    processor = PlaidAccount::Transactions::Processor.new(@plaid_account)
+    processor.process
+  end
+
+  test "removes transactions no longer in plaid" do
+    destroyable_transaction_id = "destroy_me"
+    @plaid_account.account.entries.create!(
+      plaid_id: destroyable_transaction_id,
+      date: Date.current,
+      amount: 100,
+      name: "Destroy me",
+      currency: "USD",
+      entryable: Transaction.new
+    )
+
+    @plaid_account.update!(raw_transactions_payload: {
+      added: [],
+      modified: [],
+      removed: [ { "transaction_id" => destroyable_transaction_id } ]
+    })
+
+    processor = PlaidAccount::Transactions::Processor.new(@plaid_account)
+
+    assert_difference [ "Entry.count", "Transaction.count" ], -1 do
+      processor.process
+    end
+
+    assert_nil Entry.find_by(plaid_id: destroyable_transaction_id)
+  end
+end