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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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@ -1,34 +1,13 @@
require "test_helper"
class AccountTest < ActiveSupport::TestCase
include ActiveJob::TestHelper
include SyncableInterfaceTest
setup do
@account = accounts(:depository)
@account = @syncable = accounts(:depository)
@family = families(:dylan_family)
end
test "can sync later" do
assert_enqueued_with(job: AccountSyncJob, args: [ @account, start_date: Date.current ]) do
@account.sync_later start_date: Date.current
end
end
test "can sync" do
start_date = 10.days.ago.to_date
mock_sync = mock("Account::Sync")
mock_sync.expects(:run).once
Account::Sync.expects(:for).with(@account, start_date: start_date).returns(mock_sync).once
@account.sync start_date: start_date
end
test "needs sync if account has not synced today" do
assert @account.needs_sync?
end
test "groups accounts by type" do
result = @family.accounts.by_group(period: Period.all)
assets = result[:assets]
@ -47,7 +26,7 @@ class AccountTest < ActiveSupport::TestCase
loans = liabilities.children.find { |group| group.name == "Loan" }
other_liabilities = liabilities.children.find { |group| group.name == "OtherLiability" }
assert_equal 1, depositories.children.count
assert_equal 2, depositories.children.count
assert_equal 1, properties.children.count
assert_equal 1, vehicles.children.count
assert_equal 1, investments.children.count