mirror of
https://github.com/invoiceninja/invoiceninja.git
synced 2025-10-31 01:57:30 -04:00
657 lines
21 KiB
PHP
657 lines
21 KiB
PHP
<?php
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/**
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* Invoice Ninja (https://invoiceninja.com).
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*
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* @link https://github.com/invoiceninja/invoiceninja source repository
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*
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* @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
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*
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* @license https://www.elastic.co/licensing/elastic-license
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*/
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namespace Tests\Feature\Bank;
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use App\Factory\BankIntegrationFactory;
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use App\Factory\BankTransactionFactory;
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use App\Helpers\Bank\Yodlee\Yodlee;
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use App\Helpers\Invoice\InvoiceSum;
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use App\Jobs\Bank\MatchBankTransactions;
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use App\Jobs\Bank\ProcessBankTransactions;
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use App\Models\BankIntegration;
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use App\Models\BankTransaction;
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use App\Models\Expense;
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use App\Models\Invoice;
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use App\Models\Payment;
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use App\Services\Bank\BankService;
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use Illuminate\Foundation\Testing\DatabaseTransactions;
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use Tests\MockAccountData;
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use Tests\TestCase;
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class YodleeApiTest extends TestCase
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{
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use DatabaseTransactions;
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use MockAccountData;
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protected function setUp(): void
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{
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parent::setUp();
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if(!config('ninja.yodlee.client_id'))
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$this->markTestSkipped('Skip test no Yodlee API credentials found');
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$this->makeTestData();
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}
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public function testExpenseGenerationFromBankFeed()
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{
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$bi = BankIntegrationFactory::create($this->company->id, $this->user->id, $this->account->id);
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$bi->save();
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$bt = BankTransactionFactory::create($this->company->id, $this->user->id);
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$bt->bank_integration_id = $bi->id;
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$bt->description = 'Fuel';
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$bt->amount = 10;
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$bt->currency_code = $this->client->currency()->code;
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$bt->date = now()->format('Y-m-d');
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$bt->transaction_id = 1234567890;
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$bt->category_id = 10000003;
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$bt->save();
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$data = [
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'id' => $bt->id,
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];
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MatchBankTransactions::dispatchSync($this->company->id, $this->company->db, $data);
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$expense = Expense::where('public_notes', 'Fuel')->first();
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$this->assertNotNull($expense);
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$this->assertEquals(10, (int)$expense->amount);
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}
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public function testIncomeMatchingAndPaymentGeneration()
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{
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$this->account->bank_integration_account_id = 'sbMem62e1e69547bfb2';
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$this->account->save();
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$invoice = Invoice::factory()->create(['user_id' => $this->user->id, 'company_id' => $this->company->id, 'client_id' => $this->client->id]);
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$invoice->status_id = Invoice::STATUS_DRAFT;
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$invoice->line_items = $this->buildLineItems();
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$invoice->uses_inclusive_taxes = false;
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$invoice->tax_rate1 = 0;
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$invoice->tax_rate2 = 0;
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$invoice->tax_rate3 = 0;
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$invoice->discount = 0;
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$invoice->number = 'TESTMATCHING';
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$invoice->date = now()->format('Y-m-d');
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$invoice->save();
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$invoice_calc = new InvoiceSum($invoice);
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$invoice_calc->build();
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$invoice = $invoice_calc->getInvoice();
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$invoice->save();
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$invoice = $invoice->service()->markSent()->save();
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$this->assertEquals(Invoice::STATUS_SENT, $invoice->status_id);
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$this->assertEquals(10, $invoice->amount);
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$this->assertEquals(10, $invoice->balance);
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$bi = BankIntegrationFactory::create($this->company->id, $this->user->id, $this->account->id);
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$bi->save();
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$bt = BankTransactionFactory::create($this->company->id, $this->user->id);
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$bt->bank_integration_id = $bi->id;
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$bt->description = $invoice->number;
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$bt->amount = 10;
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$bt->currency_code = $this->client->currency()->code;
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$bt->date = now()->format('Y-m-d');
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$bt->transaction_id = 123456;
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$bt->save();
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$data = [
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'id' => $bt->id,
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'invoice_ids' => $invoice->hashed_id
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];
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MatchBankTransactions::dispatchSync($this->company->id, $this->company->db, $data);
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$payment = Payment::where('transaction_reference', $bt->description)->first();
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$this->assertNotNull($payment);
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$this->assertEquals(10, (int)$payment->amount);
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$this->assertEquals(4, $payment->status_id);
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$this->assertEquals(1, $payment->invoices()->count());
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$invoice = $invoice->fresh();
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$this->assertEquals(Invoice::STATUS_PAID, $invoice->status_id);
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$this->assertEquals(0, $invoice->balance);
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}
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public function testCategoryPropertyExists()
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{
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$yodlee = new Yodlee('sbMem62e1e69547bfb2');
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$transactions = $yodlee->getTransactionCategories();
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$this->assertTrue(property_exists($transactions,'transactionCategory'));
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$t = collect($transactions->transactionCategory);
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$x = $t->firstWhere('highLevelCategoryId', 10000003);
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$this->assertNotNull($x);
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$this->assertEquals('Automotive Expenses', $x->highLevelCategoryName);
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}
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public function testFunctionalMatching()
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{
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$yodlee = new Yodlee('sbMem62e1e69547bfb1');
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$accounts = $yodlee->getAccounts();
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foreach($accounts as $account)
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{
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if(!BankIntegration::where('bank_account_id', $account['id'])->where('company_id', $this->company->id)->exists())
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{
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$bank_integration = new BankIntegration();
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$bank_integration->company_id = $this->company->id;
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$bank_integration->account_id = $this->company->account_id;
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$bank_integration->user_id = $this->user->id;
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$bank_integration->bank_account_id = $account['id'];
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$bank_integration->bank_account_type = $account['account_type'];
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$bank_integration->bank_account_name = $account['account_name'];
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$bank_integration->bank_account_status = $account['account_status'];
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$bank_integration->bank_account_number = $account['account_number'];
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$bank_integration->provider_id = $account['provider_id'];
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$bank_integration->provider_name = $account['provider_name'];
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$bank_integration->nickname = $account['nickname'];
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$bank_integration->balance = $account['current_balance'];
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$bank_integration->currency = $account['account_currency'];
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$bank_integration->save();
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ProcessBankTransactions::dispatchSync('sbMem62e1e69547bfb1', $bank_integration);
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}
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}
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$this->assertGreaterThan(0, BankIntegration::count());
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$this->assertGreaterThan(0, BankTransaction::count());
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$this->invoice->number = "XXXXXX8501";
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$this->invoice->save();
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BankService::dispatchSync($this->company->id, $this->company->db);
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$bt = BankTransaction::where('invoice_ids', $this->invoice->hashed_id)->first();
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$this->assertNotNull($bt);
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$this->assertEquals(BankTransaction::STATUS_MATCHED, $bt->status_id);
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}
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public function testDataMatching()
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{
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$transaction = collect([
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(object)[
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'description' => 'tinkertonkton'
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],
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(object)[
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'description' => 'spud'
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],
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]);
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$this->assertEquals(2, $transaction->count());
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$hit = $transaction->where('description', 'spud')->first();
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$this->assertNotNull($hit);
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$hit = $transaction->where('description', 'tinkertonkton')->first();
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$this->assertNotNull($hit);
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$hit = $transaction->contains('description', 'tinkertonkton');
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$this->assertTrue($hit);
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$transaction = collect([
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(object)[
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'description' => 'tinker and spice'
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],
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(object)[
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'description' => 'spud with water'
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],
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]);
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$hit = $transaction->contains('description', 'tinker and spice');
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$this->assertTrue($hit);
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$invoice = $transaction->first(function ($value, $key) {
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return str_contains($value->description, 'tinker');
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});
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$this->assertNotNull($invoice);
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}
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public function testYodleeInstance()
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{
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$yodlee = new Yodlee();
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$this->assertNotNull($yodlee);
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$this->assertInstanceOf(Yodlee::class, $yodlee);
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}
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public function testAccessTokenGeneration()
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{
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$yodlee = new Yodlee('sbMem62e1e69547bfb1');
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$access_token = $yodlee->getAccessToken();
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$this->assertNotNull($access_token);
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}
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/**
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[transactionCategory] => Array
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(
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[0] => stdClass Object
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(
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[id] => 1
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[source] => SYSTEM
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[classification] => PERSONAL
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[category] => Uncategorized
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[type] => UNCATEGORIZE
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[highLevelCategoryId] => 10000017
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[highLevelCategoryName] => Uncategorized
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[defaultCategoryName] => Uncategorized
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[defaultHighLevelCategoryName] => Uncategorized
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)
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[1] => stdClass Object
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(
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[id] => 2
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[source] => SYSTEM
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[classification] => PERSONAL
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[category] => Automotive/Fuel
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[type] => EXPENSE
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[detailCategory] => Array
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(
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[0] => stdClass Object
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(
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[id] => 1041
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[name] => Registration/Licensing
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)
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[1] => stdClass Object
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(
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[id] => 1145
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[name] => Automotive
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)
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[2] => stdClass Object
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(
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[id] => 1218
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[name] => Auto Fees/Penalties
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)
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[3] => stdClass Object
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(
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[id] => 1260
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[name] => Car Appraisers
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)
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[4] => stdClass Object
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(
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[id] => 1261
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[name] => Car Dealers
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)
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[5] => stdClass Object
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(
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[id] => 1262
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[name] => Car Dealers and Leasing
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)
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[6] => stdClass Object
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(
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[id] => 1263
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[name] => Car Parts and Accessories
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)
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[7] => stdClass Object
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(
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[id] => 1264
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[name] => Car Wash and Detail
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)
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[8] => stdClass Object
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(
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[id] => 1265
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[name] => Classic and Antique Car
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)
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[9] => stdClass Object
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(
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[id] => 1267
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[name] => Maintenance and Repair
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)
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[10] => stdClass Object
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(
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[id] => 1268
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[name] => Motorcycles/Mopeds/Scooters
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)
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[11] => stdClass Object
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(
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[id] => 1269
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[name] => Oil and Lube
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)
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[12] => stdClass Object
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(
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[id] => 1270
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[name] => Motorcycle Repair
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)
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[13] => stdClass Object
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(
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[id] => 1271
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[name] => RVs and Motor Homes
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)
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[14] => stdClass Object
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(
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[id] => 1272
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[name] => Motorcycle Sales
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)
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[15] => stdClass Object
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(
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[id] => 1273
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[name] => Salvage Yards
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)
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[16] => stdClass Object
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(
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[id] => 1274
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[name] => Smog Check
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)
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[17] => stdClass Object
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(
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[id] => 1275
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[name] => Tires
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)
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[18] => stdClass Object
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(
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[id] => 1276
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[name] => Towing
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)
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[19] => stdClass Object
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(
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[id] => 1277
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[name] => Transmissions
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)
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[20] => stdClass Object
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(
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[id] => 1278
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[name] => Used Cars
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)
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[21] => stdClass Object
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(
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[id] => 1240
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[name] => e-Charging
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)
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[22] => stdClass Object
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(
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[id] => 1266
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[name] => Gas Stations
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)
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)
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[highLevelCategoryId] => 10000003
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[highLevelCategoryName] => Automotive Expenses
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[defaultCategoryName] => Automotive Expenses
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[defaultHighLevelCategoryName] => Automotive Expenses
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)
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*/
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public function testGetCategories()
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{
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$yodlee = new Yodlee('sbMem62e1e69547bfb2');
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$transactions = $yodlee->getTransactionCategories();
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$this->assertIsArray($transactions->transactionCategory);
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}
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/**
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[2022-08-05 01:29:45] local.INFO: stdClass Object
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(
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[account] => Array
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(
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[0] => stdClass Object
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(
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[CONTAINER] => bank
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[providerAccountId] => 11308693
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[accountName] => My CD - 8878
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[accountStatus] => ACTIVE
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[accountNumber] => xxxx8878
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[aggregationSource] => USER
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[isAsset] => 1
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[balance] => stdClass Object
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(
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[currency] => USD
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[amount] => 49778.07
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)
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[id] => 12331861
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[includeInNetWorth] => 1
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[providerId] => 18769
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[providerName] => Dag Site Captcha
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[isManual] =>
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[currentBalance] => stdClass Object
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(
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[currency] => USD
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[amount] => 49778.07
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)
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[accountType] => CD
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[displayedName] => LORETTA
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[createdDate] => 2022-07-28T06:55:33Z
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[lastUpdated] => 2022-07-28T06:56:09Z
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[dataset] => Array
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(
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[0] => stdClass Object
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(
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[name] => BASIC_AGG_DATA
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[additionalStatus] => AVAILABLE_DATA_RETRIEVED
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[updateEligibility] => ALLOW_UPDATE
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[lastUpdated] => 2022-07-28T06:55:50Z
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[lastUpdateAttempt] => 2022-07-28T06:55:50Z
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)
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)
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)
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[1] => stdClass Object
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(
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[CONTAINER] => bank
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[providerAccountId] => 11308693
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[accountName] => Joint Savings - 7159
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[accountStatus] => ACTIVE
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[accountNumber] => xxxx7159
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[aggregationSource] => USER
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[isAsset] => 1
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[balance] => stdClass Object
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(
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[currency] => USD
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[amount] => 186277.45
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)
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[id] => 12331860
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[includeInNetWorth] => 1
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[providerId] => 18769
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[providerName] => Dag Site Captcha
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[isManual] =>
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[availableBalance] => stdClass Object
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(
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[currency] => USD
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[amount] => 186277.45
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)
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[currentBalance] => stdClass Object
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(
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[currency] => USD
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[amount] => 186277.45
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)
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[accountType] => SAVINGS
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[displayedName] => LYDIA
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[createdDate] => 2022-07-28T06:55:33Z
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[classification] => PERSONAL
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[lastUpdated] => 2022-07-28T06:56:09Z
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[dataset] => Array
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(
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[0] => stdClass Object
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(
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[name] => BASIC_AGG_DATA
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[additionalStatus] => AVAILABLE_DATA_RETRIEVED
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[updateEligibility] => ALLOW_UPDATE
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[lastUpdated] => 2022-07-28T06:55:50Z
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[lastUpdateAttempt] => 2022-07-28T06:55:50Z
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)
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)
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)
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*/
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public function testGetAccounts()
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{
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$yodlee = new Yodlee('sbMem62e1e69547bfb1');
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$accounts = $yodlee->getAccounts();
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$this->assertIsArray($accounts);
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}
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/**
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[2022-08-05 01:36:34] local.INFO: stdClass Object
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(
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[transaction] => Array
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(
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[0] => stdClass Object
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(
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[CONTAINER] => bank
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[id] => 103953585
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[amount] => stdClass Object
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(
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[amount] => 480.66
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[currency] => USD
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)
|
|
|
|
[categoryType] => UNCATEGORIZE
|
|
[categoryId] => 1
|
|
[category] => Uncategorized
|
|
[categorySource] => SYSTEM
|
|
[highLevelCategoryId] => 10000017
|
|
[createdDate] => 2022-08-04T21:50:17Z
|
|
[lastUpdated] => 2022-08-04T21:50:17Z
|
|
[description] => stdClass Object
|
|
(
|
|
[original] => CHEROKEE NATION TAX TA TAHLEQUAH OK
|
|
)
|
|
|
|
[isManual] =>
|
|
[sourceType] => AGGREGATED
|
|
[date] => 2022-08-03
|
|
[transactionDate] => 2022-08-03
|
|
[postDate] => 2022-08-03
|
|
[status] => POSTED
|
|
[accountId] => 12331794
|
|
[runningBalance] => stdClass Object
|
|
(
|
|
[amount] => 480.66
|
|
[currency] => USD
|
|
)
|
|
|
|
[checkNumber] => 998
|
|
)
|
|
|
|
|
|
*/
|
|
|
|
public function testGetTransactions()
|
|
{
|
|
|
|
$yodlee = new Yodlee('sbMem62e1e69547bfb1');
|
|
|
|
$transactions = $yodlee->getTransactions(['categoryId' => 2, 'fromDate' => '2000-01-01']);
|
|
|
|
$this->assertIsArray($transactions);
|
|
|
|
}
|
|
|
|
public function testGetTransactionsWithParams()
|
|
{
|
|
|
|
$yodlee = new Yodlee('sbMem62e1e69547bfb1');
|
|
|
|
$data = [
|
|
'basetype' => 'DEBIT', //CREDIT
|
|
'CONTAINER' => 'bank',
|
|
'top' => 500,
|
|
'fromDate' => '2000-10-10', /// YYYY-MM-DD
|
|
];
|
|
|
|
$accounts = $yodlee->getTransactions($data);
|
|
|
|
$this->assertIsArray($accounts);
|
|
|
|
}
|
|
|
|
}
|