finapps 5.0.32 → 5.0.33
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- checksums.yaml +4 -4
- data/.rubocop.yml +134 -61
- data/.rubocop_todo.yml +120 -0
- data/.tmuxinator.yml +1 -0
- data/.travis.yml +3 -1
- data/finapps.gemspec +3 -3
- data/lib/finapps/rest/alert_definitions.rb +1 -1
- data/lib/finapps/rest/alert_occurrences.rb +1 -1
- data/lib/finapps/rest/consumers.rb +5 -5
- data/lib/finapps/rest/consumers_portfolios.rb +1 -1
- data/lib/finapps/rest/documents_orders.rb +25 -24
- data/lib/finapps/rest/operators.rb +5 -5
- data/lib/finapps/rest/operators_password_resets.rb +1 -1
- data/lib/finapps/rest/order_assignments.rb +1 -1
- data/lib/finapps/rest/order_reports.rb +1 -1
- data/lib/finapps/rest/orders.rb +10 -10
- data/lib/finapps/rest/plaid/plaid_consumer_institutions.rb +1 -1
- data/lib/finapps/rest/portfolio_reports.rb +1 -1
- data/lib/finapps/rest/portfolios.rb +1 -1
- data/lib/finapps/rest/portfolios_available_consumers.rb +1 -1
- data/lib/finapps/rest/portfolios_consumers.rb +1 -1
- data/lib/finapps/rest/sessions.rb +1 -1
- data/lib/finapps/rest/signed_documents_downloads.rb +3 -1
- data/lib/finapps/version.rb +1 -1
- data/spec/rest/alert_definitions_spec.rb +10 -2
- data/spec/rest/alert_occurrences_spec.rb +6 -1
- data/spec/rest/api_request.rb +1 -0
- data/spec/rest/client_spec.rb +2 -2
- data/spec/rest/consumers_portfolios_spec.rb +7 -2
- data/spec/rest/consumers_spec.rb +39 -11
- data/spec/rest/documents_orders_notifications_spec.rb +3 -1
- data/spec/rest/documents_orders_spec.rb +85 -23
- data/spec/rest/esign_templates_spec.rb +2 -1
- data/spec/rest/operators_password_resets_spec.rb +6 -1
- data/spec/rest/operators_spec.rb +22 -2
- data/spec/rest/order_assignments_spec.rb +6 -1
- data/spec/rest/order_notifications_spec.rb +3 -1
- data/spec/rest/order_refreshes_spec.rb +7 -1
- data/spec/rest/order_reports_spec.rb +7 -1
- data/spec/rest/order_statuses_spec.rb +7 -3
- data/spec/rest/order_tokens_spec.rb +7 -1
- data/spec/rest/orders_spec.rb +63 -29
- data/spec/rest/password_resets_spec.rb +20 -10
- data/spec/rest/plaid/plaid_account_permissions_spec.rb +5 -4
- data/spec/rest/plaid/plaid_accounts_spec.rb +9 -4
- data/spec/rest/plaid/plaid_consumer_institutions_spec.rb +10 -10
- data/spec/rest/plaid/plaid_institution_logos_spec.rb +1 -1
- data/spec/rest/plaid/plaid_webhooks_spec.rb +3 -1
- data/spec/rest/portfolio_reports_spec.rb +7 -2
- data/spec/rest/portfolios_alerts_spec.rb +6 -1
- data/spec/rest/portfolios_available_consumers_spec.rb +7 -2
- data/spec/rest/portfolios_consumers_spec.rb +13 -2
- data/spec/rest/portfolios_spec.rb +20 -5
- data/spec/rest/products_spec.rb +3 -1
- data/spec/rest/sessions_spec.rb +8 -4
- data/spec/rest/signed_documents_downloads_spec.rb +3 -3
- data/spec/rest/tenant_app_settings_spec.rb +9 -3
- data/spec/rest/tenant_settings_spec.rb +9 -3
- data/spec/rest/verix/verix_documents_spec.rb +13 -20
- data/spec/rest/verix/verix_metadata_spec.rb +1 -1
- data/spec/rest/verix/verix_pdf_documents_spec.rb +14 -19
- data/spec/rest/verix/verix_records_spec.rb +31 -10
- data/spec/rest/version_spec.rb +3 -1
- data/spec/spec_helper.rb +2 -2
- data/spec/support/fake_api.rb +9 -3
- data/spec/support/fixtures/documents_orders_none.json +6 -0
- data/spec/utils/query_builder_spec.rb +40 -14
- metadata +17 -15
@@ -9,7 +9,7 @@ module FinApps
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def list(params = nil)
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return super if params.nil?
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(end_point, params)
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end
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@@ -36,7 +36,7 @@ module FinApps
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def update_password(params)
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# update password for current operator, need authorization session in header
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not_blank(params, :params)
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
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path = "#{end_point}/password/change"
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@@ -64,14 +64,14 @@ module FinApps
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end
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def search_query(term)
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-
{
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{"last_name": term}
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end
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def role_query(role)
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if role.is_a?(Array)
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-
{
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{"role": {"$in": role.map(&:to_i)}}
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else
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-
{
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+
{"role": role.to_i}
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end
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end
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end
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@@ -22,7 +22,7 @@ module FinApps
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private
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def validates_email(params)
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-
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fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless email_exists? params
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end
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def email_exists?(params)
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@@ -6,7 +6,7 @@ module FinApps
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def update(id, orders_array)
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not_blank(id, :operator_id)
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not_blank(orders_array, :params)
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-
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fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless orders_array.is_a? Array
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path = "operators/#{ERB::Util.url_encode(id)}/assign"
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super orders_array, path
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@@ -6,7 +6,7 @@ module FinApps
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def show(id, format)
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not_blank(id, :id)
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not_blank(format, :format)
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-
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fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: format' unless accepted_format?(format)
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path =
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"orders/#{ERB::Util.url_encode(id)}/report.#{ERB::Util.url_encode(format)}"
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data/lib/finapps/rest/orders.rb
CHANGED
@@ -28,7 +28,7 @@ module FinApps
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#
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def list(params = nil)
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return super if params.nil?
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(end_point, params)
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end
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@@ -66,9 +66,9 @@ module FinApps
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if term
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{
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"$or": [
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-
{
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-
{
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-
{
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+
{"public_id": {"$regex": "^#{term}", "$options": 'i'}},
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{"applicant.last_name": term},
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{"assignment.last_name": term},
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{
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"requestor.reference_no": {
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"$regex": "^#{term}", "$options": 'i'
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@@ -84,9 +84,9 @@ module FinApps
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def status_query(status)
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if status
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if status.is_a?(Array)
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-
{
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+
{"status": {"$in": status.map(&:to_i)}}
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else
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-
{
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+
{"status": status.to_i}
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end
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else
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{}
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@@ -96,7 +96,7 @@ module FinApps
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def assignment_query(assignment)
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# translate "" to null assignment
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if assignment
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-
{
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{"assignment.operator_id": assignment.empty? ? nil : assignment}
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else
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{}
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end
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@@ -104,7 +104,7 @@ module FinApps
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def consumer_query(consumer)
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if consumer
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-
{
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{"consumer_id": consumer.empty? ? nil : consumer}
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else
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{}
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end
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@@ -114,8 +114,8 @@ module FinApps
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if !search_term && !nil_or_empty?(relation)
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{
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"$or": [
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-
{
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-
{
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+
{"public_id": {"$in": relation}},
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+
{"original_order_id": {"$in": relation}}
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]
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}
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else
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@@ -9,7 +9,7 @@ module FinApps
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super(params, 'p/institution/consumer')
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end
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-
def show(id, options = {
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+
def show(id, options = {show_accounts: false})
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results, error_messages = super(nil, "p/institution/consumer/#{id}")
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if error_messages.empty? && options[:show_accounts]
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@@ -9,7 +9,7 @@ module FinApps
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path = 'portfolio/reports'
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return super path if params.nil?
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-
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fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(path, params)
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end
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@@ -7,7 +7,7 @@ module FinApps
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def list(params = nil)
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return super if params.nil?
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(end_point, params)
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end
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@@ -12,7 +12,7 @@ module FinApps
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"portfolios/#{ERB::Util.url_encode(portfolio_id)}/consumers/available"
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return super path if params.nil?
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(path, params)
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end
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@@ -11,7 +11,7 @@ module FinApps
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path = build_path(portfolio_id)
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return super path if params.nil?
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-
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+
fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
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super build_query_path(path, params)
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end
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@@ -8,7 +8,7 @@ module FinApps
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def create(params, path = nil)
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return super nil, path if path == LOGOUT
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-
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fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
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path ||= CONSUMER_LOGIN
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@@ -6,8 +6,10 @@ module FinApps
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def show(consumer_id, signature_request_id)
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not_blank(consumer_id, :consumer_id)
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not_blank(signature_request_id, :signature_request_id)
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+
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path =
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-
"consumers/#{ERB::Util.url_encode(consumer_id)}/
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+
"consumers/#{ERB::Util.url_encode(consumer_id)}/"\
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"documents/#{ERB::Util.url_encode(signature_request_id)}"
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super(nil, path)
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end
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end
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data/lib/finapps/version.rb
CHANGED
@@ -4,7 +4,7 @@ require 'spec_helpers/client'
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RSpec.describe FinApps::REST::AlertDefinitions do
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include SpecHelpers::Client
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subject {
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subject { described_class.new(client) }
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describe '#list' do
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let(:list) { subject.list(params) }
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@@ -16,9 +16,11 @@ RSpec.describe FinApps::REST::AlertDefinitions do
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it { expect { list }.not_to raise_error }
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it('returns an array') { expect(list).to be_a(Array) }
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+
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it('performs a get and returns the response') do
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expect(results).to have_key(:records)
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end
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+
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it('returns no error messages') { expect(errors).to be_empty }
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end
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@@ -29,14 +31,17 @@ RSpec.describe FinApps::REST::AlertDefinitions do
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end
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context 'when including valid params' do
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-
let(:params) { {
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let(:params) { {page: 2, sort: '-created_date', requested: 25} }
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it { expect { list }.not_to raise_error }
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it('returns an array') { expect(list).to be_a(Array) }
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+
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it('performs a get and returns the response') do
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expect(results).to have_key(:records)
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end
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+
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it('returns no error messages') { expect(errors).to be_empty }
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+
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it 'builds query and sends proper request' do
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list
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url =
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@@ -63,10 +68,12 @@ RSpec.describe FinApps::REST::AlertDefinitions do
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63
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it { expect { show }.not_to raise_error }
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it('returns an array') { expect(show).to be_a(Array) }
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+
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it('performs a get and returns the response') do
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expect(results).to have_key(:_id)
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expect(results).to have_key(:rule_name)
|
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end
|
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+
|
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it('returns no error messages') { expect(errors).to be_empty }
|
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end
|
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@@ -75,6 +82,7 @@ RSpec.describe FinApps::REST::AlertDefinitions do
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it { expect { show }.not_to raise_error }
|
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it('results is nil') { expect(results).to be_nil }
|
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+
|
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it('error messages array is populated') do
|
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expect(errors.first.downcase).to eq('resource not found')
|
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end
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@@ -4,7 +4,7 @@ require 'spec_helpers/client'
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RSpec.describe FinApps::REST::AlertOccurrences do
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include SpecHelpers::Client
|
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-
subject {
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+
subject { described_class.new(client) }
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describe '#list' do
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let(:list) { subject.list(params) }
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@@ -16,9 +16,11 @@ RSpec.describe FinApps::REST::AlertOccurrences do
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it { expect { list }.not_to raise_error }
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it('returns an array') { expect(list).to be_a(Array) }
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+
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it('performs a get and returns the response') do
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expect(results).to have_key(:records)
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end
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+
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it('returns no error messages') { expect(errors).to be_empty }
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end
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@@ -40,10 +42,13 @@ RSpec.describe FinApps::REST::AlertOccurrences do
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it { expect { list }.not_to raise_error }
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it('returns an array') { expect(list).to be_a(Array) }
|
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+
|
43
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it('performs a get and returns the response') do
|
44
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expect(results).to have_key(:records)
|
45
48
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end
|
49
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+
|
46
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it('returns no error messages') { expect(errors).to be_empty }
|
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+
|
47
52
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it 'builds query and sends proper request' do
|
48
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list
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url =
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data/spec/rest/api_request.rb
CHANGED
data/spec/rest/client_spec.rb
CHANGED
@@ -3,14 +3,14 @@
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3
3
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RSpec.describe FinApps::REST::Client do
|
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4
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describe '#new' do
|
5
5
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it 'raises for missing company_token' do
|
6
|
-
expect {
|
6
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+
expect { described_class.new nil }.to raise_error(
|
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FinAppsCore::MissingArgumentsError
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)
|
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end
|
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end
|
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|
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context 'an instance of Client' do
|
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-
subject {
|
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+
subject { described_class.new(:company_token) }
|
14
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|
|
15
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FinApps::REST::Client::RESOURCES.each do |method|
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it("responds to #{method}") { expect(subject).to respond_to(method) }
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@@ -4,7 +4,7 @@ require 'spec_helpers/client'
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4
4
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|
5
5
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RSpec.describe FinApps::REST::ConsumersPortfolios do
|
6
6
|
include SpecHelpers::Client
|
7
|
-
subject {
|
7
|
+
subject { described_class.new(client) }
|
8
8
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|
9
9
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describe '#list' do
|
10
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let(:list) { subject.list(id, params) }
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@@ -24,9 +24,11 @@ RSpec.describe FinApps::REST::ConsumersPortfolios do
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|
24
24
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|
25
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it { expect { list }.not_to raise_error }
|
26
26
|
it('returns an array') { expect(list).to be_a(Array) }
|
27
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+
|
27
28
|
it('performs a get and returns the response') do
|
28
29
|
expect(results).to have_key(:records)
|
29
30
|
end
|
31
|
+
|
30
32
|
it('returns no error messages') { expect(errors).to be_empty }
|
31
33
|
end
|
32
34
|
|
@@ -39,14 +41,17 @@ RSpec.describe FinApps::REST::ConsumersPortfolios do
|
|
39
41
|
|
40
42
|
context 'when including valid params' do
|
41
43
|
let(:id) { 'valid_id' }
|
42
|
-
let(:params) { {
|
44
|
+
let(:params) { {page: 2, sort: '-created_date', requested: 25} }
|
43
45
|
|
44
46
|
it { expect { list }.not_to raise_error }
|
45
47
|
it('returns an array') { expect(list).to be_a(Array) }
|
48
|
+
|
46
49
|
it('performs a get and returns the response') do
|
47
50
|
expect(results).to have_key(:records)
|
48
51
|
end
|
52
|
+
|
49
53
|
it('returns no error messages') { expect(errors).to be_empty }
|
54
|
+
|
50
55
|
it 'builds query and sends proper request' do
|
51
56
|
list
|
52
57
|
url =
|
data/spec/rest/consumers_spec.rb
CHANGED
@@ -4,7 +4,8 @@ require 'spec_helpers/client'
|
|
4
4
|
RSpec.describe FinApps::REST::Consumers,
|
5
5
|
'initialized with valid FinApps::Client object' do
|
6
6
|
include SpecHelpers::Client
|
7
|
-
subject(:users) {
|
7
|
+
subject(:users) { described_class.new(client) }
|
8
|
+
|
8
9
|
missing_public_id = ': public_id'
|
9
10
|
|
10
11
|
describe '#create' do
|
@@ -24,9 +25,11 @@ RSpec.describe FinApps::REST::Consumers,
|
|
24
25
|
|
25
26
|
it { expect { create }.not_to raise_error }
|
26
27
|
it('results is a Hash') { expect(results).to be_a(Hash) }
|
28
|
+
|
27
29
|
it('performs a post and returns the response') do
|
28
30
|
expect(results).to have_key(:public_id)
|
29
31
|
end
|
32
|
+
|
30
33
|
it('error_messages array is empty') { expect(error_messages).to eq([]) }
|
31
34
|
end
|
32
35
|
|
@@ -35,6 +38,7 @@ RSpec.describe FinApps::REST::Consumers,
|
|
35
38
|
|
36
39
|
it { expect { create }.not_to raise_error }
|
37
40
|
it('results is nil') { expect(results).to be_nil }
|
41
|
+
|
38
42
|
it('error messages array is populated') do
|
39
43
|
expect(error_messages.first.downcase).to eq('invalid request body')
|
40
44
|
end
|
@@ -48,10 +52,13 @@ RSpec.describe FinApps::REST::Consumers,
|
|
48
52
|
|
49
53
|
context 'when missing params' do
|
50
54
|
let(:params) { nil }
|
51
|
-
|
55
|
+
|
56
|
+
it { expect { list }.not_to raise_error }
|
57
|
+
|
52
58
|
it('performs a get and returns the response') do
|
53
59
|
expect(results).to have_key(:records)
|
54
60
|
end
|
61
|
+
|
55
62
|
it('returns an array of records') { expect(results[:records]).to be_a(Array) }
|
56
63
|
it('returns no error messages') { expect(error_messages).to be_empty }
|
57
64
|
end
|
@@ -70,14 +77,17 @@ RSpec.describe FinApps::REST::Consumers,
|
|
70
77
|
}
|
71
78
|
end
|
72
79
|
|
73
|
-
it { expect { list }.
|
80
|
+
it { expect { list }.not_to raise_error }
|
74
81
|
it('returns an array') { expect(list).to be_a(Array) }
|
82
|
+
|
75
83
|
it('performs a get and returns the response') do
|
76
84
|
expect(results).to have_key(:records)
|
77
85
|
end
|
86
|
+
|
78
87
|
it('returns no error messages') do
|
79
88
|
expect(error_messages).to be_empty
|
80
89
|
end
|
90
|
+
|
81
91
|
it 'builds query and sends proper request' do
|
82
92
|
list
|
83
93
|
url = "#{versioned_api_path}/consumers?page=3&requested=19"
|
@@ -95,19 +105,24 @@ RSpec.describe FinApps::REST::Consumers,
|
|
95
105
|
}
|
96
106
|
end
|
97
107
|
|
98
|
-
it { expect { list }.
|
108
|
+
it { expect { list }.not_to raise_error }
|
99
109
|
it('returns an array') { expect(list).to be_a(Array) }
|
110
|
+
|
100
111
|
it('performs a get and returns the response') do
|
101
112
|
expect(results).to have_key(:records)
|
102
113
|
end
|
114
|
+
|
103
115
|
it('returns no error messages') do
|
104
116
|
expect(error_messages).to be_empty
|
105
117
|
end
|
118
|
+
|
106
119
|
it 'builds query and sends proper request' do
|
107
120
|
list
|
108
|
-
url = "#{versioned_api_path}/consumers?
|
109
|
-
|
110
|
-
|
121
|
+
url = "#{versioned_api_path}/consumers?"\
|
122
|
+
'filter=%7B%22$or%22:%5B%7B%22email%22:%22term%22%7D,' \
|
123
|
+
'%7B%22first_name%22:%22term%22%7D,'\
|
124
|
+
'%7B%22last_name%22:%22term%22%7D%5D%7D&page=2&requested=25' \
|
125
|
+
'&sort=date_created'
|
111
126
|
expect(WebMock).to have_requested(:get, url)
|
112
127
|
end
|
113
128
|
|
@@ -120,12 +135,16 @@ RSpec.describe FinApps::REST::Consumers,
|
|
120
135
|
searchTerm: 'Two terms'
|
121
136
|
}
|
122
137
|
end
|
138
|
+
|
123
139
|
it 'treats space as start of a new query for first and last name' do
|
124
140
|
list
|
125
|
-
url = "#{versioned_api_path}/consumers?
|
126
|
-
|
127
|
-
|
128
|
-
|
141
|
+
url = "#{versioned_api_path}/consumers?"\
|
142
|
+
'filter=%7B%22$or%22:%5B%7B%22email%22:%22Two%20terms%22%7D,'\
|
143
|
+
'%7B%22first_name%22:%22Two%20terms%22%7D,'\
|
144
|
+
'%7B%22last_name%22:%22Two%20terms%22%7D,%7B%22first_name%22:'\
|
145
|
+
'%22Two%22%7D,%7B%22last_name%22:%22Two%22%7D,'\
|
146
|
+
'%7B%22first_name%22:%22terms%22%7D,%7B%22last_name%22:'\
|
147
|
+
'%22terms%22%7D%5D%7D&page=2&requested=25&sort=date_created'
|
129
148
|
expect(WebMock).to have_requested(:get, url)
|
130
149
|
end
|
131
150
|
end
|
@@ -149,9 +168,11 @@ RSpec.describe FinApps::REST::Consumers,
|
|
149
168
|
|
150
169
|
it { expect { show }.not_to raise_error }
|
151
170
|
it('results is a Hash') { expect(results).to be_a(Hash) }
|
171
|
+
|
152
172
|
it('performs a get and returns the response') do
|
153
173
|
expect(results).to have_key(:public_id)
|
154
174
|
end
|
175
|
+
|
155
176
|
it('error_messages array is empty') { expect(error_messages).to eq([]) }
|
156
177
|
end
|
157
178
|
|
@@ -162,6 +183,7 @@ RSpec.describe FinApps::REST::Consumers,
|
|
162
183
|
|
163
184
|
it { expect { show }.not_to raise_error }
|
164
185
|
it('results is nil') { expect(results).to be_nil }
|
186
|
+
|
165
187
|
it('error messages array is populated') do
|
166
188
|
expect(error_messages.first.downcase).to eq('resource not found')
|
167
189
|
end
|
@@ -198,6 +220,7 @@ RSpec.describe FinApps::REST::Consumers,
|
|
198
220
|
|
199
221
|
it { expect { update }.not_to raise_error }
|
200
222
|
it('results is nil') { expect(results).to be_nil }
|
223
|
+
|
201
224
|
it('error messages array is populated') do
|
202
225
|
expect(error_messages.first.downcase).to eq(
|
203
226
|
'invalid user id specified.'
|
@@ -219,12 +242,15 @@ RSpec.describe FinApps::REST::Consumers,
|
|
219
242
|
|
220
243
|
it { expect { update }.not_to raise_error }
|
221
244
|
it('results is a Hash') { expect(results).to be_a(Hash) }
|
245
|
+
|
222
246
|
it('the public_id is on the results') do
|
223
247
|
expect(results).to have_key(:public_id)
|
224
248
|
end
|
249
|
+
|
225
250
|
it('the new token is on the results') do
|
226
251
|
expect(results).to have_key(:token)
|
227
252
|
end
|
253
|
+
|
228
254
|
it('error_messages array is empty') { expect(error_messages).to eq([]) }
|
229
255
|
end
|
230
256
|
|
@@ -240,6 +266,7 @@ RSpec.describe FinApps::REST::Consumers,
|
|
240
266
|
|
241
267
|
it { expect { update }.not_to raise_error }
|
242
268
|
it('results is nil') { expect(results).to be_nil }
|
269
|
+
|
243
270
|
it('error messages array is populated') do
|
244
271
|
expect(error_messages.first.downcase).to eq('resource not found')
|
245
272
|
end
|
@@ -273,6 +300,7 @@ RSpec.describe FinApps::REST::Consumers,
|
|
273
300
|
|
274
301
|
it { expect { destroy }.not_to raise_error }
|
275
302
|
it('results is nil') { expect(results).to be_nil }
|
303
|
+
|
276
304
|
it('error messages array is populated') do
|
277
305
|
expect(error_messages.first.downcase).to eq('resource not found')
|
278
306
|
end
|