import fixes

apps/server/src/app/__tests__/balance-sync.integration.spec.ts

@@ -1,5 +1,5 @@
-import { InvestmentTransactionCategory, type User } from '@prisma/client'
-import { PrismaClient } from '@prisma/client'
+import type { User } from '@prisma/client'
+import { PrismaClient, InvestmentTransactionCategory } from '@prisma/client'
 import { createLogger, transports } from 'winston'
 import { DateTime } from 'luxon'
 import {

apps/server/src/app/__tests__/connection.integration.spec.ts

@@ -1,18 +1,22 @@
 import type { AxiosInstance } from 'axios'
-import type { SharedType } from '@maybe-finance/shared'
-import type { Prisma, AccountConnection, User } from '@prisma/client'
+import {
+    type Prisma,
+    type AccountConnection,
+    type User,
+    AccountConnectionType,
+    AccountSyncStatus,
+} from '@prisma/client'
 import { startServer, stopServer } from './utils/server'
 import { getAxiosClient } from './utils/axios'
 import prisma from '../lib/prisma'
 import { InMemoryQueue } from '@maybe-finance/server/shared'
-import { default as _teller } from '../lib/teller'
 import nock from 'nock'
 import { resetUser } from './utils/user'
 
 jest.mock('../lib/teller.ts')
 
 // For TypeScript support
-const teller = jest.mocked(_teller)
+//const teller = jest.mocked(_teller)
 
 const authId = '__TEST_USER_ID__'
 let axios: AxiosInstance
@@ -46,13 +50,13 @@ beforeEach(async () => {
     connectionData = {
         data: {
             name: 'Chase Test',
-            type: 'teller' as SharedType.AccountConnectionType,
+            type: AccountConnectionType.teller,
             tellerEnrollmentId: 'test-teller-item-workers',
             tellerInstitutionId: 'chase_test',
             tellerAccessToken:
                 'U2FsdGVkX1+WMq9lfTS9Zkbgrn41+XT1hvSK5ain/udRPujzjVCAx/lyPG7EumVZA+nVKXPauGwI+d7GZgtqTA9R3iCZNusU6LFPnmFOCE4=', // need correct encoding here
             userId: user.id,
-            syncStatus: 'PENDING',
+            syncStatus: AccountSyncStatus.PENDING,
         },
     }
 

apps/server/src/app/__tests__/insights.integration.spec.ts

@@ -1,5 +1,5 @@
-import { InvestmentTransactionCategory, type User } from '@prisma/client'
-import { Prisma, PrismaClient } from '@prisma/client'
+import type { User } from '@prisma/client'
+import { Prisma, PrismaClient, InvestmentTransactionCategory } from '@prisma/client'
 import { createLogger, transports } from 'winston'
 import { DateTime } from 'luxon'
 import type {

apps/workers/src/app/__tests__/queue.integration.spec.ts

@@ -7,6 +7,7 @@ import type { AccountConnection, User } from '@prisma/client'
 import prisma from '../lib/prisma'
 import { default as _teller } from '../lib/teller'
 import { resetUser } from './helpers/user.test-helper'
+import { Interval } from 'luxon'
 
 // Import the workers process
 import '../../main'
@@ -131,13 +132,24 @@ describe('Message queue tests', () => {
         expect(item.accounts).toHaveLength(1)
 
         const [account] = item.accounts
-        const transactionBalance = mockTransactions.reduce(
-            (acc, t) => acc + t.amount,
-            mockAccounts[0].balance.available
+
+        const intervalDates = Interval.fromDateTimes(
+            TellerGenerator.lowerBound,
+            TellerGenerator.now
+        )
+            .splitBy({ day: 1 })
+            .map((date: Interval) => date.start.toISODate())
+
+        const startingBalance = Number(mockAccounts[0].balance.available)
+
+        const balances = TellerGenerator.calculateDailyBalances(
+            startingBalance,
+            mockTransactions,
+            intervalDates
         )
 
         expect(account.transactions).toHaveLength(10)
-        expect(account.balances.map((b) => b.balance)).toEqual(transactionBalance)
+        expect(account.balances.map((b) => b.balance)).toEqual(balances)
         expect(account.holdings).toHaveLength(0)
         expect(account.valuations).toHaveLength(0)
         expect(account.investmentTransactions).toHaveLength(0)

prisma/seed.ts

@@ -15,7 +15,7 @@ async function main() {
             name: 'Capital One',
             providers: [
                 {
-                    provider: 'TELLER',
+                    provider: Provider.TELLER,
                     providerId: 'capital_one',
                     logoUrl: 'https://teller.io/images/banks/capital_one.jpg',
                     rank: 1,
@@ -27,7 +27,7 @@ async function main() {
             name: 'Wells Fargo',
             providers: [
                 {
-                    provider: 'TELLER',
+                    provider: Provider.TELLER,
                     providerId: 'wells_fargo',
                     logoUrl: 'https://teller.io/images/banks/wells_fargo.jpg',
                 },

tools/generators/tellerGenerator.ts

@@ -263,9 +263,9 @@ export function generateConnection(): GenerateConnectionsResponse {
     }
 }
 
-const now = DateTime.fromISO('2022-01-03', { zone: 'utc' })
+export const now = DateTime.fromISO('2022-01-03', { zone: 'utc' })
 
-const lowerBound = DateTime.fromISO('2021-12-01', { zone: 'utc' })
+export const lowerBound = DateTime.fromISO('2021-12-01', { zone: 'utc' })
 
 export const testDates = {
     now,
@@ -278,3 +278,19 @@ export const testDates = {
         },
     } as Prisma.AccountBalanceWhereInput,
 }
+
+export function calculateDailyBalances(startingBalance, transactions, dateInterval) {
+    transactions.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime())
+
+    const balanceChanges = {}
+
+    transactions.forEach((transaction) => {
+        const date = new Date(transaction.date).toISOString().split('T')[0]
+        balanceChanges[date] = (balanceChanges[date] || 0) + Number(transaction.amount)
+    })
+    return dateInterval.map((date) => {
+        return Object.keys(balanceChanges)
+            .filter((d) => d <= date)
+            .reduce((acc, d) => acc + balanceChanges[d], startingBalance)
+    })
+}