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Code Issues Releases Activity Actions 2

Basic Plaid Integration (#1433)
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* 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
This commit is contained in:
Zach Gollwitzer 2024-11-15 13:49:37 -05:00 • committed by GitHub
parent 3bc9da4105
commit cbba2ba675
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127 changed files with 1537 additions and 841 deletions
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48
test/models/account/sync_test.rb
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require "test_helper"
class Account::SyncTest < ActiveSupport::TestCase
setup do
@account = accounts(:depository)
@sync = Account::Sync.for(@account)
@balance_syncer = mock("Account::Balance::Syncer")
@holding_syncer = mock("Account::Holding::Syncer")
end
test "runs sync" do
Account::Balance::Syncer.expects(:new).with(@account, start_date: nil).returns(@balance_syncer).once
Account::Holding::Syncer.expects(:new).with(@account, start_date: nil).returns(@holding_syncer).once
@account.expects(:resolve_stale_issues).once
@balance_syncer.expects(:run).once
@holding_syncer.expects(:run).once
assert_equal "pending", @sync.status
assert_nil @sync.last_ran_at
@sync.run
streams = capture_turbo_stream_broadcasts [ @account.family, :notifications ]
assert_equal "completed", @sync.status
assert @sync.last_ran_at
assert_equal "append", streams.first["action"]
assert_equal "remove", streams.second["action"]
assert_equal "append", streams.third["action"]
end
test "handles sync errors" do
Account::Balance::Syncer.expects(:new).with(@account, start_date: nil).returns(@balance_syncer).once
Account::Holding::Syncer.expects(:new).with(@account, start_date: nil).returns(@holding_syncer).never # error from balance sync halts entire sync
@balance_syncer.expects(:run).raises(StandardError.new("test sync error"))
@sync.run
assert @sync.last_ran_at
assert_equal "failed", @sync.status
assert_equal "test sync error", @sync.error
end
end