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Basic Plaid Integration (#1433)
* Basic plaid data model and linking * Remove institutions, add plaid items * Improve schema and Plaid provider * Add webhook verification sketch * Webhook verification * Item accounts and balances sync setup * Provide test encryption keys * Fix test * Only provide encryption keys in prod * Try defining keys in test env * Consolidate account sync logic * Add back plaid account initialization * Plaid transaction sync * Sync UI overhaul for Plaid * Add liability and investment syncing * Handle investment webhooks and process current day holdings * Remove logs * Remove "all" period select for performance * fix amount calc * Remove todo comment * Coming soon for investment historical data * Document Plaid configuration * Listen for holding updates
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127 changed files with 1537 additions and 841 deletions
49
test/controllers/plaid_items_controller_test.rb
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49
test/controllers/plaid_items_controller_test.rb
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require "test_helper"
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require "ostruct"
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class PlaidItemsControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@plaid_provider = mock
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PlaidItem.stubs(:plaid_provider).returns(@plaid_provider)
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end
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test "create" do
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public_token = "public-sandbox-1234"
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@plaid_provider.expects(:exchange_public_token).with(public_token).returns(
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OpenStruct.new(access_token: "access-sandbox-1234", item_id: "item-sandbox-1234")
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)
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assert_difference "PlaidItem.count", 1 do
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post plaid_items_url, params: {
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plaid_item: {
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public_token: public_token,
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metadata: { institution: { name: "Plaid Item Name" } }
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}
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}
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end
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assert_equal "Account linked successfully. Please wait for accounts to sync.", flash[:notice]
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assert_redirected_to accounts_path
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end
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test "destroy" do
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delete plaid_item_url(plaid_items(:one))
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assert_equal "Accounts scheduled for deletion.", flash[:notice]
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assert_enqueued_with job: DestroyJob
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assert_redirected_to accounts_path
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end
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test "sync" do
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plaid_item = plaid_items(:one)
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PlaidItem.any_instance.expects(:sync_later).once
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post sync_plaid_item_url(plaid_item)
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assert_redirected_to accounts_path
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end
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end
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