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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
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@ -3,9 +3,28 @@ require "csv"
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class FamilyTest < ActiveSupport::TestCase
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include Account::EntriesTestHelper
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include SyncableInterfaceTest
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def setup
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@family = families :empty
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@family = families(:empty)
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@syncable = families(:dylan_family)
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end
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test "syncs plaid items and manual accounts" do
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family_sync = syncs(:family)
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manual_accounts_count = @syncable.accounts.manual.count
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items_count = @syncable.plaid_items.count
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Account.any_instance.expects(:sync_data)
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.with(start_date: nil)
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.times(manual_accounts_count)
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PlaidItem.any_instance.expects(:sync_data)
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.with(start_date: nil)
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.times(items_count)
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@syncable.sync_data(start_date: family_sync.start_date)
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end
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test "calculates assets" do
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@ -48,30 +67,6 @@ class FamilyTest < ActiveSupport::TestCase
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assert_equal Money.new(50000, @family.currency), @family.net_worth
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end
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test "needs sync if last family sync was before today" do
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assert @family.needs_sync?
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@family.update! last_synced_at: Time.now
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assert_not @family.needs_sync?
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end
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test "syncs active accounts" do
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account = create_account(balance: 1000, accountable: CreditCard.new, is_active: false)
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Account.any_instance.expects(:sync_later).never
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@family.sync
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account.update! is_active: true
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Account.any_instance.expects(:needs_sync?).once.returns(true)
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Account.any_instance.expects(:last_sync_date).once.returns(2.days.ago.to_date)
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Account.any_instance.expects(:sync_later).with(start_date: 2.days.ago.to_date).once
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@family.sync
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end
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test "calculates snapshot" do
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asset = create_account(balance: 500, accountable: Depository.new)
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liability = create_account(balance: 100, accountable: CreditCard.new)
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