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03a146222d
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow: 1. Import stage - we first make API calls and import Plaid data to "mirror" tables 2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances This provides several benefits: - Plaid syncs can now be "replayed" without fetching API data again - Mirror tables provide better audit and debugging capabilities - Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
111 lines
3.3 KiB
Ruby
111 lines
3.3 KiB
Ruby
require "test_helper"
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class PlaidAccount::Investments::TransactionsProcessorTest < ActiveSupport::TestCase
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setup do
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@plaid_account = plaid_accounts(:one)
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@security_resolver = PlaidAccount::Investments::SecurityResolver.new(@plaid_account)
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end
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test "creates regular trade entries" do
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test_investments_payload = {
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transactions: [
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{
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"transaction_id" => "123",
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"security_id" => "123",
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"type" => "buy",
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"quantity" => 1, # Positive, so "buy 1 share"
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"price" => 100,
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"iso_currency_code" => "USD",
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"date" => Date.current,
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"name" => "Buy 1 share of AAPL"
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}
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]
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}
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@plaid_account.update!(raw_investments_payload: test_investments_payload)
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@security_resolver.stubs(:resolve).returns(OpenStruct.new(
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security: securities(:aapl)
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))
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processor = PlaidAccount::Investments::TransactionsProcessor.new(@plaid_account, security_resolver: @security_resolver)
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assert_difference [ "Entry.count", "Trade.count" ], 1 do
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processor.process
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end
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entry = Entry.order(created_at: :desc).first
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assert_equal 100, entry.amount
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assert_equal "USD", entry.currency
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assert_equal Date.current, entry.date
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assert_equal "Buy 1 share of AAPL", entry.name
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end
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test "creates cash transactions" do
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test_investments_payload = {
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transactions: [
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{
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"transaction_id" => "123",
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"type" => "cash",
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"subtype" => "withdrawal",
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"amount" => 100, # Positive, so moving money OUT of the account
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"iso_currency_code" => "USD",
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"date" => Date.current,
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"name" => "Withdrawal"
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}
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]
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}
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@plaid_account.update!(raw_investments_payload: test_investments_payload)
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@security_resolver.expects(:resolve).never # Cash transactions don't have a security
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processor = PlaidAccount::Investments::TransactionsProcessor.new(@plaid_account, security_resolver: @security_resolver)
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assert_difference [ "Entry.count", "Transaction.count" ], 1 do
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processor.process
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end
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entry = Entry.order(created_at: :desc).first
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assert_equal 100, entry.amount
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assert_equal "USD", entry.currency
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assert_equal Date.current, entry.date
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assert_equal "Withdrawal", entry.name
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end
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test "creates fee transactions" do
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test_investments_payload = {
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transactions: [
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{
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"transaction_id" => "123",
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"type" => "fee",
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"subtype" => "miscellaneous fee",
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"amount" => 10.25,
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"iso_currency_code" => "USD",
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"date" => Date.current,
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"name" => "Miscellaneous fee"
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}
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]
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}
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@plaid_account.update!(raw_investments_payload: test_investments_payload)
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@security_resolver.expects(:resolve).never # Cash transactions don't have a security
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processor = PlaidAccount::Investments::TransactionsProcessor.new(@plaid_account, security_resolver: @security_resolver)
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assert_difference [ "Entry.count", "Transaction.count" ], 1 do
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processor.process
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end
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entry = Entry.order(created_at: :desc).first
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assert_equal 10.25, entry.amount
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assert_equal "USD", entry.currency
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assert_equal Date.current, entry.date
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assert_equal "Miscellaneous fee", entry.name
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end
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end
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