finapps 5.0.30 → 5.0.35

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Files changed (73) hide show
  1. checksums.yaml +4 -4
  2. data/.github/workflows/main.yaml +37 -0
  3. data/.rubocop.yml +134 -61
  4. data/.rubocop_todo.yml +29 -0
  5. data/.tmuxinator.yml +1 -0
  6. data/.travis.yml +3 -1
  7. data/README.md +1 -0
  8. data/RELEASES.md +29 -0
  9. data/finapps.gemspec +4 -4
  10. data/lib/finapps/rest/alert_definitions.rb +1 -1
  11. data/lib/finapps/rest/alert_occurrences.rb +1 -1
  12. data/lib/finapps/rest/client.rb +6 -5
  13. data/lib/finapps/rest/consumers.rb +22 -6
  14. data/lib/finapps/rest/consumers_portfolios.rb +1 -1
  15. data/lib/finapps/rest/documents_orders.rb +43 -26
  16. data/lib/finapps/rest/operators.rb +5 -5
  17. data/lib/finapps/rest/operators_password_resets.rb +1 -1
  18. data/lib/finapps/rest/order_assignments.rb +1 -1
  19. data/lib/finapps/rest/order_reports.rb +1 -1
  20. data/lib/finapps/rest/orders.rb +33 -22
  21. data/lib/finapps/rest/plaid/plaid_consumer_institutions.rb +1 -1
  22. data/lib/finapps/rest/portfolio_reports.rb +1 -1
  23. data/lib/finapps/rest/portfolios.rb +1 -1
  24. data/lib/finapps/rest/portfolios_available_consumers.rb +1 -1
  25. data/lib/finapps/rest/portfolios_consumers.rb +1 -1
  26. data/lib/finapps/rest/sessions.rb +11 -9
  27. data/lib/finapps/rest/signed_documents_downloads.rb +3 -1
  28. data/lib/finapps/utils/query_builder.rb +13 -4
  29. data/lib/finapps/version.rb +1 -1
  30. data/spec/rest/alert_definitions_spec.rb +10 -6
  31. data/spec/rest/alert_occurrences_spec.rb +6 -1
  32. data/spec/rest/api_request.rb +1 -0
  33. data/spec/rest/client_spec.rb +33 -41
  34. data/spec/rest/consumers_portfolios_spec.rb +7 -2
  35. data/spec/rest/consumers_spec.rb +240 -192
  36. data/spec/rest/documents_orders_notifications_spec.rb +4 -2
  37. data/spec/rest/documents_orders_spec.rb +94 -17
  38. data/spec/rest/esign_templates_spec.rb +2 -1
  39. data/spec/rest/operators_password_resets_spec.rb +50 -52
  40. data/spec/rest/operators_spec.rb +181 -172
  41. data/spec/rest/order_assignments_spec.rb +6 -1
  42. data/spec/rest/order_notifications_spec.rb +4 -2
  43. data/spec/rest/order_refreshes_spec.rb +8 -5
  44. data/spec/rest/order_reports_spec.rb +21 -15
  45. data/spec/rest/order_statuses_spec.rb +14 -10
  46. data/spec/rest/order_tokens_spec.rb +37 -30
  47. data/spec/rest/orders_spec.rb +121 -73
  48. data/spec/rest/password_resets_spec.rb +46 -36
  49. data/spec/rest/plaid/plaid_account_permissions_spec.rb +5 -4
  50. data/spec/rest/plaid/plaid_accounts_spec.rb +9 -4
  51. data/spec/rest/plaid/plaid_consumer_institutions_spec.rb +11 -11
  52. data/spec/rest/plaid/plaid_institution_logos_spec.rb +1 -1
  53. data/spec/rest/plaid/plaid_webhooks_spec.rb +3 -1
  54. data/spec/rest/portfolio_reports_spec.rb +7 -2
  55. data/spec/rest/portfolios_alerts_spec.rb +9 -4
  56. data/spec/rest/portfolios_available_consumers_spec.rb +7 -2
  57. data/spec/rest/portfolios_consumers_spec.rb +15 -4
  58. data/spec/rest/portfolios_spec.rb +20 -17
  59. data/spec/rest/products_spec.rb +17 -14
  60. data/spec/rest/sessions_spec.rb +63 -58
  61. data/spec/rest/signed_documents_downloads_spec.rb +10 -6
  62. data/spec/rest/tenant_app_settings_spec.rb +9 -3
  63. data/spec/rest/tenant_settings_spec.rb +9 -3
  64. data/spec/rest/verix/verix_documents_spec.rb +15 -22
  65. data/spec/rest/verix/verix_metadata_spec.rb +1 -1
  66. data/spec/rest/verix/verix_pdf_documents_spec.rb +14 -19
  67. data/spec/rest/verix/verix_records_spec.rb +31 -10
  68. data/spec/rest/version_spec.rb +6 -4
  69. data/spec/spec_helper.rb +2 -2
  70. data/spec/support/fake_api.rb +9 -3
  71. data/spec/support/fixtures/documents_orders_none.json +6 -0
  72. data/spec/utils/query_builder_spec.rb +40 -14
  73. metadata +20 -17
checksums.yaml CHANGED
@@ -1,7 +1,7 @@
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2
  SHA256:
3
- metadata.gz: 1c74f2340d52ad3cd13dc2bdf8415e7cf89e48f0993dbb346456546910a69ba9
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- data.tar.gz: 3bdefc2032a2efa241d5cc72ab5d6b74fc44b568599f0054bf5477e473fab81f
3
+ metadata.gz: 4756aafb56941b9eaf0609a1aa07d9eae9b3485e70a10bf1ab7590cc973654d1
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+ data.tar.gz: 0e55b4ed791fc263027a21b6193ca025778e983fb0742006111b9fc1c5d88e4d
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5
  SHA512:
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- metadata.gz: 9cb6732ca1b8ba09cc84920ec7fdd086259cd339f012f72cf19c30387f877f3af1aa495bea47f019ee638e9a32eb3f76bbd0397e89b6e773e108da98e9bc8300
7
- data.tar.gz: 5dedcdb78fa82b22011520031aae7aa55b1c6e35a7f5ccd55e16fdaa1c6d3b19bd4d17e300a00849d1768be6528b2396adff43ef96b6c6f060740af4315c857f
6
+ metadata.gz: 90031e4f43d5a3fda8f4f3f2df53e7ecb8a5e27ab53830f79aaf80ab981b293b8890ad3e2bf8a31ebc210dcaf37f29fbcc1442fb139ee463b465243223381393
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+ data.tar.gz: 56d79d89f1a40e4ee1fff5b58ad8e49f762375c7ea6a4911a3e149004272eba89fe3e6348653a49f75a2bf1cd6a1f41ef4e8c20af6857c0e75af76c818b88467
@@ -0,0 +1,37 @@
1
+ name: Main
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+
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+ on: [push, pull_request]
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+
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+ jobs:
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+ ci:
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+ runs-on: ubuntu-latest
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+
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+ strategy:
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+ fail-fast: true
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+
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+ steps:
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+ - uses: actions/checkout@v1
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+
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+ - name: Use Ruby 2.6
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+ uses: actions/setup-ruby@v1
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+ with:
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+ ruby-version: '2.6'
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+
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+ - uses: actions/cache@v1
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+ with:
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+ path: vendor/bundle
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+ key: ${{ runner.os }}-gems-${{ hashFiles('**/Gemfile.lock') }}
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+ restore-keys: |
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+ ${{ runner.os }}-gems-
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+
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+ - name: Install gems
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+ run: |
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+ gem install bundler
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+ bundle config path vendor/bundle
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+ bundle install --jobs 4 --retry 3
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+
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+ - name: Run rubocop
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+ run: bundle exec rubocop
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+
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+ - name: Run tests
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+ run: bundle exec rspec
@@ -1,26 +1,59 @@
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+ inherit_from: .rubocop_todo.yml
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+
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+ require:
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+ - rubocop-rspec
5
+ - rubocop-performance
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+
1
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  AllCops:
2
- DisplayCopNames: true
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+ TargetRubyVersion: 2.6
3
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  Exclude:
4
- - "finapps.gemspec"
5
- UseCache: false
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+ - "vendor/**/*"
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+ - "bin/**/*"
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+ CacheRootDirectory: tmp
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- # Commonly used screens these days easily fit more than 80 characters.
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+ Layout/SpaceAroundMethodCallOperator:
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+ Enabled: true
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+ Layout/EmptyLinesAroundAttributeAccessor:
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+ Enabled: true
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+ Layout/SpaceInsideBlockBraces:
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+ # The space here provides no real gain in readability while consuming
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+ # horizontal space that could be used for a better parameter name.
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+ # Also {| differentiates better from a hash than { | does.
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+ SpaceBeforeBlockParameters: false
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+ Layout/SpaceInsideHashLiteralBraces:
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+ EnforcedStyle: no_space
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+ Layout/DotPosition:
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+ Description: Checks the position of the dot in multi-line method calls.
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+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#consistent-multi-line-chains
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+ Enabled: true
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+ EnforcedStyle: leading
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+ SupportedStyles:
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+ - leading
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+ - trailing
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  Layout/LineLength:
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- Max: 120
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+ Max: 110
10
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- Style/CollectionMethods:
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- Description: Preferred collection methods.
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- StyleGuide: https://github.com/bbatsov/ruby-style-guide#map-find-select-reduce-size
36
+ Lint/DeprecatedOpenSSLConstant:
14
37
  Enabled: true
15
- PreferredMethods:
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- collect: map
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- collect!: map!
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- find: detect
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- find_all: select
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- reduce: inject
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- Style/OptionHash:
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- Description: Don't use option hashes when you can use keyword arguments.
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- Enabled: false
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+ Lint/MixedRegexpCaptureTypes:
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+ Enabled: true
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+ Lint/RaiseException:
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+ Enabled: true
42
+ Lint/StructNewOverride:
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+ Enabled: true
44
+
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+ Metrics/ClassLength:
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+ Exclude:
47
+ - app/controllers/orders_controller.rb
48
+ - app/models/order.rb
49
+ Metrics/BlockLength:
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+ ExcludedMethods: ['describe', 'context']
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+ Exclude:
52
+ - config/environments/**/**
53
+ - Guardfile
54
+ - config/routes.rb
55
+ - config/Guardfile
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+
24
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  Naming/PredicateName:
25
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  Description: Check the names of predicate methods.
26
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  StyleGuide: https://github.com/bbatsov/ruby-style-guide#bool-methods-qmark
@@ -33,54 +66,94 @@ Naming/PredicateName:
33
66
  - is_
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  Exclude:
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68
  - spec/**/*
36
- Metrics/AbcSize:
37
- Description: A calculated magnitude based on number of assignments, branches, and
38
- conditions.
39
- Enabled: false
40
- Max: 15
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- Metrics/BlockLength:
42
- ExcludedMethods: ['describe', 'context']
43
- Metrics/ClassLength:
44
- Description: Avoid classes longer than 100 lines of code.
45
- Enabled: false
46
- CountComments: false
47
- Max: 100
48
- Metrics/ModuleLength:
49
- CountComments: false
50
- Max: 100
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- Description: Avoid modules longer than 100 lines of code.
52
- Enabled: false
53
- Metrics/CyclomaticComplexity:
54
- Description: A complexity metric that is strongly correlated to the number of test
55
- cases needed to validate a method.
56
- Enabled: false
57
- Max: 6
58
- Metrics/MethodLength:
59
- Description: Avoid methods longer than 10 lines of code.
60
- StyleGuide: https://github.com/bbatsov/ruby-style-guide#short-methods
69
+
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+ RSpec/FilePath:
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71
  Enabled: false
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- CountComments: false
63
- Max: 10
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- Metrics/ParameterLists:
65
- Description: Avoid parameter lists longer than three or four parameters.
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- StyleGuide: https://github.com/bbatsov/ruby-style-guide#too-many-params
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+
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+ Style/RedundantRegexpCharacterClass:
74
+ Enabled: true
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+ Style/RedundantRegexpEscape:
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+ Enabled: true
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+ Style/CollectionMethods:
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+ Description: Preferred collection methods.
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+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#map-find-select-reduce-size
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+ Enabled: true
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+ PreferredMethods:
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+ collect: map
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+ collect!: map!
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+ find: detect
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+ find_all: select
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+ reduce: inject
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+ Style/GuardClause:
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+ Description: Check for conditionals that can be replaced with guard clauses
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+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#no-nested-conditionals
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+ Enabled: true
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+ MinBodyLength: 1
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+ Style/OptionHash:
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+ Description: Don't use option hashes when you can use keyword arguments.
67
94
  Enabled: false
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- Max: 5
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- CountKeywordArgs: true
70
- Metrics/PerceivedComplexity:
71
- Description: A complexity metric geared towards measuring complexity for a human
72
- reader.
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+ Style/PercentLiteralDelimiters:
96
+ Description: Use `%`-literal delimiters consistently
97
+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#percent-literal-braces
73
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  Enabled: false
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- Max: 7
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+ PreferredDelimiters:
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+ "%": "()"
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+ "%i": "()"
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+ "%q": "()"
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+ "%Q": "()"
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+ "%r": "{}"
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+ "%s": "()"
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+ "%w": "()"
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+ "%W": "()"
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+ "%x": "()"
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+ Style/SignalException:
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+ Description: Checks for proper usage of fail and raise.
111
+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#fail-method
112
+ Enabled: true
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+ EnforcedStyle: semantic
114
+ SupportedStyles:
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+ - only_raise
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+ - only_fail
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+ - semantic
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+ Style/StringLiterals:
119
+ Description: Checks if uses of quotes match the configured preference.
120
+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#consistent-string-literals
121
+ Enabled: true
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+ EnforcedStyle: single_quotes
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+ SupportedStyles:
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+ - single_quotes
125
+ - double_quotes
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+ Style/StringLiteralsInInterpolation:
127
+ Description: Checks if uses of quotes inside expressions in interpolated strings
128
+ match the configured preference.
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+ Enabled: true
130
+ EnforcedStyle: single_quotes
131
+ SupportedStyles:
132
+ - single_quotes
133
+ - double_quotes
75
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  Style/Documentation:
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  Description: Document classes and non-namespace modules.
77
136
  Enabled: false
78
- Style/EmptyLiteral:
79
- Description: Prefer literals to Array.new/Hash.new/String.new.
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- StyleGuide: https://github.com/bbatsov/ruby-style-guide#literal-array-hash
81
- Enabled: false
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- Style/VariableInterpolation:
83
- Description: Don't interpolate global, instance and class variables directly in
84
- strings.
85
- StyleGuide: https://github.com/bbatsov/ruby-style-guide#curlies-interpolate
137
+ Style/OneLineConditional:
138
+ Description: Favor the ternary operator(?:) over if/then/else/end constructs.
139
+ StyleGuide: https://github.com/bbatsov/ruby-style-guide#ternary-operator
86
140
  Enabled: false
141
+ Style/ExponentialNotation:
142
+ Enabled: true
143
+ Style/HashEachMethods:
144
+ Enabled: true
145
+ Style/HashTransformKeys:
146
+ Enabled: true
147
+ Style/HashTransformValues:
148
+ Enabled: true
149
+ Style/RedundantFetchBlock:
150
+ Enabled: true
151
+ Style/SlicingWithRange:
152
+ Enabled: true
153
+
154
+ RSpec/NestedGroups:
155
+ Max: 5
156
+ RSpec/DescribeClass:
157
+ Exclude:
158
+ - spec/system/*
159
+ - spec/factories_spec.rb
@@ -0,0 +1,29 @@
1
+ # This configuration was generated by
2
+ # `rubocop --auto-gen-config`
3
+ # on 2020-06-24 14:28:46 UTC using RuboCop version 0.86.0.
4
+ # The point is for the user to remove these configuration records
5
+ # one by one as the offenses are removed from the code base.
6
+ # Note that changes in the inspected code, or installation of new
7
+ # versions of RuboCop, may require this file to be generated again.
8
+
9
+ # Offense count: 1
10
+ # Configuration parameters: CountComments, ExcludedMethods.
11
+ # ExcludedMethods: refine
12
+ # finapps.gemspec - leaving as is intentionally
13
+ Metrics/BlockLength:
14
+ Max: 28
15
+
16
+ # Offense count: 1
17
+ # Configuration parameters: CountComments.
18
+ # fake_api.rb - leaving as is intentionally
19
+ Metrics/ClassLength:
20
+ Max: 431
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+
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+ # Offense count: 5
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+ # Configuration parameters: Max.
24
+ # Leaving as is intentionally - url being tested takes up as many lines
25
+ RSpec/ExampleLength:
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+ Exclude:
27
+ - 'spec/rest/consumers_spec.rb'
28
+ - 'spec/rest/documents_orders_spec.rb'
29
+ - 'spec/rest/orders_spec.rb'
@@ -11,6 +11,7 @@ windows:
11
11
  - git pull
12
12
  - git status
13
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  - bundle
14
+ - bundle outdated
14
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  -
15
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  guard:
16
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  layout: even-horizontal
@@ -1,5 +1,7 @@
1
- sudo: false
2
1
  language: ruby
2
+ os: ["linux"]
3
+ dist: "xenial"
4
+
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  cache:
4
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  bundler: true
5
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data/README.md CHANGED
@@ -3,6 +3,7 @@ FinApps Ruby-Client
3
3
  ===================
4
4
 
5
5
  [![Gem Version](https://img.shields.io/gem/v/finapps.svg)](https://rubygems.org/gems/finapps)
6
+ ![Main](https://github.com/finapps/ruby-client/workflows/Main/badge.svg)
6
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  [![Build Status](https://travis-ci.org/finapps/ruby-client.svg?branch=master)](https://travis-ci.org/finapps/ruby-client)
7
8
  [![Code Climate](https://codeclimate.com/github/finapps/ruby-client/badges/gpa.svg)](https://codeclimate.com/github/finapps/ruby-client)
8
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  [![Test Coverage](https://codeclimate.com/github/finapps/ruby-client/badges/coverage.svg)](https://codeclimate.com/github/finapps/ruby-client/coverage)
@@ -1,3 +1,32 @@
1
+ ## [5.0.35] - 2020-07-09
2
+
3
+ ### Changed
4
+ * Change code to match rubocop suggestions ([#232][i232])
5
+ * Add support for first name order search with space ([#404][i404])
6
+
7
+ [i232]: https://github.com/finapps/ruby-client/issues/232
8
+ [i404]: https://github.com/finapps/tenant-dashboard-react/issues/404
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+
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+ [5.0.35]: https://github.com/finapps/ruby-client/compare/5.0.34...5.0.35
11
+
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+ ## [5.0.32] - 2020-06-11
13
+
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+ ### Fixed
15
+ * Argument error resulting from space search ([#225][i225])
16
+
17
+ [i225]: https://github.com/finapps/ruby-client/issues/225
18
+
19
+ [5.0.32]: https://github.com/finapps/ruby-client/compare/5.0.31...5.0.32
20
+
21
+ ## [5.0.31] - 2020-06-11
22
+
23
+ ### Changed
24
+ * Consumer and Doc-order search to query names on spaces ([#224][i224])
25
+
26
+ [i224]: https://github.com/finapps/ruby-client/issues/224
27
+
28
+ [5.0.31]: https://github.com/finapps/ruby-client/compare/5.0.30...5.0.31
29
+
1
30
  ## [5.0.30] - 2020-05-28
2
31
 
3
32
  ### Added
@@ -20,7 +20,7 @@ Gem::Specification.new do |spec|
20
20
  spec.test_files = Dir['spec/**/*.rb']
21
21
  spec.require_paths = ['lib']
22
22
 
23
- spec.add_runtime_dependency 'finapps_core', '~> 5.0', '>= 5.0.7'
23
+ spec.add_runtime_dependency 'finapps_core', '~> 5.0', '>= 5.0.10'
24
24
 
25
25
  spec.add_development_dependency 'bundler', '~> 2.0', '>= 2.0.2'
26
26
  spec.add_development_dependency 'codeclimate-test-reporter', '~> 1.0', '>= 1.0.9'
@@ -29,9 +29,9 @@ Gem::Specification.new do |spec|
29
29
  spec.add_development_dependency 'guard-rspec', '~> 4.7', '>= 4.7.3'
30
30
  spec.add_development_dependency 'rake', '~> 13.0', '>= 13.0.1'
31
31
  spec.add_development_dependency 'rspec', '~> 3.9', '>= 3.9.0'
32
- spec.add_development_dependency 'rubocop', '~> 0.79', '>= 0.79.0'
33
- spec.add_development_dependency 'rubocop-performance', '~> 1.5', '>= 1.5.2'
34
- spec.add_development_dependency 'rubocop-rspec', '~> 1.37', '>= 1.37.1'
32
+ spec.add_development_dependency 'rubocop', '~> 0.86', '>= 0.86.0'
33
+ spec.add_development_dependency 'rubocop-performance', '~> 1.6', '>= 1.6.1'
34
+ spec.add_development_dependency 'rubocop-rspec', '~> 1.40', '>= 1.40.0'
35
35
  spec.add_development_dependency 'sinatra', '~> 2.0', '>= 2.0.8'
36
36
  spec.add_development_dependency 'webmock', '~> 3.8', '>= 3.8.0'
37
37
 
@@ -8,7 +8,7 @@ module FinApps
8
8
 
9
9
  def list(params = nil)
10
10
  return super END_POINT if params.nil?
11
- raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
11
+ fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
12
12
 
13
13
  super build_query_path(END_POINT, params)
14
14
  end
@@ -8,7 +8,7 @@ module FinApps
8
8
 
9
9
  def list(params = nil)
10
10
  return super END_POINT if params.nil?
11
- raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
11
+ fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
12
12
 
13
13
  super build_query_path(END_POINT, params)
14
14
  end
@@ -60,17 +60,18 @@ module FinApps
60
60
  if RESOURCES.include? symbol
61
61
  class_name = camelize(symbol.to_s)
62
62
  variable = "@#{class_name.downcase}"
63
- unless instance_variable_defined? variable
64
- klass =
65
- Object.const_get('FinApps').const_get('REST').const_get class_name
66
- instance_variable_set(variable, klass.new(self))
67
- end
63
+ set_variable(class_name, variable) unless instance_variable_defined? variable
68
64
  instance_variable_get(variable)
69
65
  else
70
66
  super
71
67
  end
72
68
  end
73
69
 
70
+ def set_variable(class_name, variable)
71
+ klass = Object.const_get('FinApps').const_get('REST').const_get class_name
72
+ instance_variable_set(variable, klass.new(self))
73
+ end
74
+
74
75
  def respond_to_missing?(method_sym, include_private = false)
75
76
  RESOURCES.include?(method_sym) ? true : super
76
77
  end
@@ -15,7 +15,7 @@ module FinApps
15
15
 
16
16
  def list(params = nil)
17
17
  return super if params.nil?
18
- raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
18
+ fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
19
19
 
20
20
  super build_query_path(end_point, params)
21
21
  end
@@ -54,14 +54,30 @@ module FinApps
54
54
  end
55
55
 
56
56
  def search_query(term)
57
+ query = with_space_search(term).concat(name_search(term))
57
58
  {
58
- "$or": [
59
- { "email": term },
60
- { "first_name": term },
61
- { "last_name": term }
62
- ]
59
+ "$or": query
63
60
  }
64
61
  end
62
+
63
+ def with_space_search(term)
64
+ [
65
+ {"email": term},
66
+ {"first_name": term},
67
+ {"last_name": term}
68
+ ]
69
+ end
70
+
71
+ def name_search(term)
72
+ search_arr = []
73
+ if /\s/.match?(term)
74
+ term.split.each do |t|
75
+ search_arr.append("first_name": t)
76
+ search_arr.append("last_name": t)
77
+ end
78
+ end
79
+ search_arr
80
+ end
65
81
  end
66
82
  end
67
83
  end