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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
91 lines
2.7 KiB
Ruby
91 lines
2.7 KiB
Ruby
require "test_helper"
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class PlaidEntry::ProcessorTest < ActiveSupport::TestCase
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setup do
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@plaid_account = plaid_accounts(:one)
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@category_matcher = mock("PlaidAccount::Transactions::CategoryMatcher")
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end
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test "creates new entry transaction" do
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plaid_transaction = {
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"transaction_id" => "123",
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"merchant_name" => "Amazon", # this is used for merchant and entry name
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"amount" => 100,
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"date" => Date.current,
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"iso_currency_code" => "USD",
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"personal_finance_category" => {
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"detailed" => "Food"
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},
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"merchant_entity_id" => "123"
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}
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@category_matcher.expects(:match).with("Food").returns(categories(:food_and_drink))
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processor = PlaidEntry::Processor.new(
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plaid_transaction,
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plaid_account: @plaid_account,
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category_matcher: @category_matcher
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)
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assert_difference [ "Entry.count", "Transaction.count", "ProviderMerchant.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 "Amazon", entry.name
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assert_equal categories(:food_and_drink).id, entry.transaction.category_id
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provider_merchant = ProviderMerchant.order(created_at: :desc).first
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assert_equal "Amazon", provider_merchant.name
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end
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test "updates existing entry transaction" do
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existing_plaid_id = "existing_plaid_id"
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plaid_transaction = {
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"transaction_id" => existing_plaid_id,
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"merchant_name" => "Amazon", # this is used for merchant and entry name
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"amount" => 200, # Changed amount will be updated
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"date" => 1.day.ago.to_date, # Changed date will be updated
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"iso_currency_code" => "USD",
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"personal_finance_category" => {
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"detailed" => "Food"
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}
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}
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@category_matcher.expects(:match).with("Food").returns(categories(:food_and_drink))
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# Create an existing entry
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@plaid_account.account.entries.create!(
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plaid_id: existing_plaid_id,
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amount: 100,
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currency: "USD",
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date: Date.current,
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name: "Amazon",
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entryable: Transaction.new
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)
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processor = PlaidEntry::Processor.new(
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plaid_transaction,
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plaid_account: @plaid_account,
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category_matcher: @category_matcher
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)
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assert_no_difference [ "Entry.count", "Transaction.count", "ProviderMerchant.count" ] 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 200, entry.amount
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assert_equal "USD", entry.currency
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assert_equal 1.day.ago.to_date, entry.date
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assert_equal "Amazon", entry.name
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assert_equal categories(:food_and_drink).id, entry.transaction.category_id
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end
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end
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