feat(api,core,infra): refactor endpoint routing and add institution account discovery

- Move login and refresh endpoints under a unified /auth route group
- Relocate institution connection logic from /accounts to /institutions
- Implement GET /institutions/{id}/available to fetch real-time Plaid
accounts
- Introduce HttpRequestBuilder utility to streamline integration testing
- Enhance PlaidService with GetAccountsAsync to support account fetching
- Clean up global usings and project structure for better domain
isolation
This commit is contained in:
Stevan Freeborn
2026-02-14 06:46:05 -06:00
parent 32cf48bf36
commit dad2ceb450
27 changed files with 549 additions and 287 deletions
@@ -0,0 +1,187 @@
using Institution = FiscalOS.Core.Accounts.Institution;
namespace FiscalOS.API.Tests.Integration.Institutions;
public class ConnectTests(TestApi testApi) : IntegrationTest(testApi)
{
private static readonly Uri ConnectUri = new("/institutions/connect", UriKind.Relative);
[Fact]
public async Task Connect_WhenCalledWithoutValidToken_ItShouldReturn401WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithBody(new { })
.Build();
var res = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await res.Should().BeProblemDetails(HttpStatusCode.Unauthorized);
}
[Fact]
public async Task Connect_WhenCalledWithoutPublicTokenOrPlaidInstitutionId_ItShouldReturn400WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(Guid.NewGuid())
.WithBody(new { })
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeValidationProblemDetails(new Dictionary<string, string[]>()
{
["PublicToken"] = ["The PublicToken field is required."],
["PlaidInstitutionId"] = ["The PlaidInstitutionId field is required."],
});
}
[Fact]
public async Task Connect_WhenCalledWithoutPublicToken_ItShouldReturn400WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(Guid.NewGuid())
.WithBody(new { plaidInstitutionId = "id" })
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeValidationProblemDetails(new Dictionary<string, string[]>()
{
["PublicToken"] = ["The PublicToken field is required."],
});
}
[Fact]
public async Task Connect_WhenCalledWithoutPlaidInstitutionId_ItShouldReturn400WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(Guid.NewGuid())
.WithBody(new { publicToken = "token" })
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeValidationProblemDetails(new Dictionary<string, string[]>()
{
["PlaidInstitutionId"] = ["The PlaidInstitutionId field is required."],
});
}
[Fact]
public async Task Connect_WhenCalledWithNonExistentUser_ItShouldReturn401WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(Guid.NewGuid())
.WithBody(new
{
publicToken = "token",
plaidInstitutionId = "id",
})
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeProblemDetails(HttpStatusCode.Unauthorized);
}
[Fact]
public async Task Connect_WhenCalledWithPlaidInstitutionIdThatIsAlreadyConnected_ItShouldReturn409WithProblemDetails()
{
var (user, institution) = await ExecuteAsync(static async (context, ct, sp) =>
{
var passwordHasher = sp.GetRequiredService<IPasswordHasher>();
var encryptor = sp.GetRequiredService<IEncryptor>();
var userEncryptionKey = await encryptor.GenerateEncryptedKeyAsync(ct);
var user = User.From("User1", passwordHasher.Hash("@Password1"), userEncryptionKey);
var encryptedAccessToken = await encryptor.EncryptAsyncFor(user, "accessToken", ct);
var plaidMetadata = PlaidMetadata.From("alreadyExists", "Some Bank", encryptedAccessToken);
var institution = Institution.From("Some Bank", plaidMetadata);
user.AddInstitution(institution);
await context.AddAsync(user, ct);
await context.SaveChangesAsync(ct);
return (user, institution);
}, TestContext.Current.CancellationToken);
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(user.Id)
.WithBody(new
{
publicToken = "token",
plaidInstitutionId = ((PlaidMetadata)institution.Metadata!).PlaidId,
})
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeProblemDetails(HttpStatusCode.Conflict);
}
[Fact]
public async Task Connect_WhenCalledWithInstitutionThatIsNotConnected_ItShouldReturn200()
{
var plaidInstitutionId = "ins_109508";
var (user, publicToken) = await ExecuteAsync(async (context, ct, sp) =>
{
var plaidClient = sp.GetRequiredService<PlaidClient>();
var passwordHasher = sp.GetRequiredService<IPasswordHasher>();
var encryptor = sp.GetRequiredService<IEncryptor>();
var userEncryptionKey = await encryptor.GenerateEncryptedKeyAsync(ct);
var user = User.From("User1", passwordHasher.Hash("@Password1"), userEncryptionKey);
await context.AddAsync(user, ct);
await context.SaveChangesAsync(ct);
var publicTokenResponse = await plaidClient.SandboxPublicTokenCreateAsync(new()
{
InstitutionId = plaidInstitutionId,
InitialProducts = [Products.Transactions],
});
return (user, publicTokenResponse.PublicToken);
}, TestContext.Current.CancellationToken);
using var request = HttpRequestBuilder.New()
.Post(ConnectUri)
.WithUserId(user.Id)
.WithBody(new
{
publicToken,
plaidInstitutionId,
})
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
response.StatusCode.Should().Be(HttpStatusCode.OK);
var updatedUser = await ExecuteAsync(
async (context, ct) => await context.Set<User>()
.Include(u => u.Institutions)
.ThenInclude(i => i.Metadata)
.SingleAsync(u => u.Id == user.Id, ct),
TestContext.Current.CancellationToken
);
updatedUser.Institutions.Should().HaveCount(1);
var institution = updatedUser.Institutions.First();
institution.Name.Should().NotBeNullOrEmpty();
var metadata = institution.Metadata.As<PlaidMetadata>();
metadata.PlaidId.Should().Be(plaidInstitutionId);
metadata.PlaidName.Should().Be(institution.Name);
metadata.EncryptedAccessToken.Should().NotBeNullOrEmpty();
}
}
@@ -0,0 +1,114 @@
using Institution = FiscalOS.Core.Accounts.Institution;
namespace FiscalOS.API.Tests.Integration.Institutions;
public class GetAvailableTests(TestApi testApi) : IntegrationTest(testApi)
{
private static Uri GetAvailableUri(Guid id) => new($"/institutions/{id}/available", UriKind.Relative);
[Fact]
public async Task GetAvailable_WhenCalledAndUnauthenticated_ItShouldReturn401WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.WithUri(GetAvailableUri(Guid.NewGuid()))
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeProblemDetails(HttpStatusCode.Unauthorized);
}
[Fact]
public async Task GetAvailable_WhenCalledByNonExistentUser_ItShouldReturn401WithProblemDetails()
{
using var request = HttpRequestBuilder.New()
.WithUri(GetAvailableUri(Guid.NewGuid()))
.WithUserId(Guid.NewGuid())
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeProblemDetails(HttpStatusCode.Unauthorized);
}
[Fact]
public async Task GetAvailable_WhenCalledWithNonExistentInstitutionId_ItShouldReturn404WithProblemDetails()
{
var user = await ExecuteAsync(static async (context, ct, sp) =>
{
var passwordHasher = sp.GetRequiredService<IPasswordHasher>();
var encryptor = sp.GetRequiredService<IEncryptor>();
var userEncryptionKey = await encryptor.GenerateEncryptedKeyAsync(ct);
var user = User.From("Stevan", passwordHasher.Hash("@Password1"), userEncryptionKey);
context.Add(user);
await context.SaveChangesAsync(ct);
return user;
}, TestContext.Current.CancellationToken);
using var request = HttpRequestBuilder.New()
.WithUri(GetAvailableUri(Guid.NewGuid()))
.WithUserId(user.Id)
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
await response.Should().BeProblemDetails(HttpStatusCode.NotFound);
}
[Fact]
public async Task GetAvailable_WhenCalledWithConnectedInstitution_ItShouldReturn200WithAvailableAccounts()
{
var (user, institution, expectedAccounts) = await ExecuteAsync(static async (context, ct, sp) =>
{
var passwordHasher = sp.GetRequiredService<IPasswordHasher>();
var encryptor = sp.GetRequiredService<IEncryptor>();
var plaidClient = sp.GetRequiredService<PlaidClient>();
var userEncryptionKey = await encryptor.GenerateEncryptedKeyAsync(ct);
var user = User.From("Stevan", passwordHasher.Hash("@Password1"), userEncryptionKey);
var institutionId = "ins_109508";
var publicTokenResponse = await plaidClient.SandboxPublicTokenCreateAsync(new()
{
InstitutionId = institutionId,
InitialProducts = [Products.Transactions],
});
var exchangeTokenResponse = await plaidClient.ItemPublicTokenExchangeAsync(new()
{
PublicToken = publicTokenResponse.PublicToken,
});
var accountsResponse = await plaidClient.AccountsGetAsync(new()
{
AccessToken = exchangeTokenResponse.AccessToken,
});
var encryptedAccessToken = await encryptor.EncryptAsyncFor(user, exchangeTokenResponse.AccessToken, ct);
var institutionMetadata = PlaidMetadata.From(institutionId, "Some Bank", encryptedAccessToken);
var institution = Institution.From("Some Bank", institutionMetadata);
user.AddInstitution(institution);
context.Add(user);
context.Add(institution);
await context.SaveChangesAsync(ct);
return (user, institution, accountsResponse.Accounts);
}, TestContext.Current.CancellationToken);
using var request = HttpRequestBuilder.New()
.WithUri(GetAvailableUri(institution.Id))
.WithUserId(user.Id)
.Build();
var response = await Client.SendAsync(request, TestContext.Current.CancellationToken);
(await response.Should().BeJsonContentOfType<List<Account>>(HttpStatusCode.OK))
.Which.Should().BeEquivalentTo(expectedAccounts);
}
}