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Only fetch needed Plaid products, improve Plaid tests and mocks

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This commit is contained in:
Zach Gollwitzer 2025-05-24 16:40:28 -04:00
parent 03a146222d
commit 6935ffa3d1
5 changed files with 188 additions and 246 deletions
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53
test/models/plaid_account/importer_test.rb
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@ -2,34 +2,45 @@ require "test_helper"
class PlaidAccount::ImporterTest < ActiveSupport::TestCase
setup do
@mock_provider = PlaidMock.new
@plaid_account = plaid_accounts(:one)
@plaid_item = @plaid_account.plaid_item
@accounts_snapshot = PlaidItem::AccountsSnapshot.new(@plaid_item, plaid_provider: @mock_provider)
@account_snapshot = @accounts_snapshot.get_account_data(@plaid_account.plaid_id)
@mock_account_snapshot = mock
end
test "imports account data" do
PlaidAccount::Importer.new(@plaid_account, account_snapshot: @account_snapshot).import
account_data = OpenStruct.new(
account_id: "acc_1",
name: "Test Account",
mask: "1234",
)
assert_equal @account_snapshot.account_data.account_id, @plaid_account.plaid_id
assert_equal @account_snapshot.account_data.name, @plaid_account.name
assert_equal @account_snapshot.account_data.mask, @plaid_account.mask
assert_equal @account_snapshot.account_data.type, @plaid_account.plaid_type
assert_equal @account_snapshot.account_data.subtype, @plaid_account.plaid_subtype
transactions_data = OpenStruct.new(
added: [],
modified: [],
removed: [],
)
# This account has transactions data
assert_equal PlaidMock::TRANSACTIONS.count, @plaid_account.raw_transactions_payload["added"].count
investments_data = OpenStruct.new(
holdings: [],
transactions: [],
securities: [],
)
# This account does not have investment data
assert_equal 0, @plaid_account.raw_investments_payload["holdings"].count
assert_equal 0, @plaid_account.raw_investments_payload["securities"].count
assert_equal 0, @plaid_account.raw_investments_payload["transactions"].count
liabilities_data = OpenStruct.new(
credit: [],
mortgage: [],
student: [],
)
# This account is a credit card, so it should have liability data
assert_equal @plaid_account.plaid_id, @plaid_account.raw_liabilities_payload["credit"]["account_id"]
assert_nil @plaid_account.raw_liabilities_payload["mortgage"]
assert_nil @plaid_account.raw_liabilities_payload["student"]
@mock_account_snapshot.expects(:account_data).returns(account_data).at_least_once
@mock_account_snapshot.expects(:transactions_data).returns(transactions_data).at_least_once
@mock_account_snapshot.expects(:investments_data).returns(investments_data).at_least_once
@mock_account_snapshot.expects(:liabilities_data).returns(liabilities_data).at_least_once
@plaid_account.expects(:upsert_plaid_snapshot!).with(account_data)
@plaid_account.expects(:upsert_plaid_transactions_snapshot!).with(transactions_data)
@plaid_account.expects(:upsert_plaid_investments_snapshot!).with(investments_data)
@plaid_account.expects(:upsert_plaid_liabilities_snapshot!).with(liabilities_data)
PlaidAccount::Importer.new(@plaid_account, account_snapshot: @mock_account_snapshot).import
end
end