fondo-ci-integration
Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts".
What this skill does
# Fondo CI Integration
## Overview
Set up CI/CD for Fondo startup tax and bookkeeping integrations: run unit tests with mocked filing and compliance data on every PR, validate live API connectivity for tax filing status and bookkeeping records on merge to main. Fondo handles R&D tax credits, quarterly filings, and ongoing bookkeeping, so CI pipelines verify compliance data transforms, filing deadline monitoring, and automated alert workflows.
## GitHub Actions Workflow
```yaml
# .github/workflows/fondo-ci.yml
name: Fondo CI
on:
pull_request:
paths: ['src/fondo/**', 'tests/**']
push:
branches: [main]
jobs:
unit-tests:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: actions/setup-node@v4
with: { node-version: '20' }
- run: npm ci
- run: npm test -- --reporter=verbose
integration-tests:
if: github.ref == 'refs/heads/main'
needs: unit-tests
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: actions/setup-node@v4
with: { node-version: '20' }
- run: npm ci
- run: npm run test:integration
env:
FONDO_API_KEY: ${{ secrets.FONDO_API_KEY }}
```
## Mock-Based Unit Tests
```typescript
// tests/fondo-service.test.ts
import { describe, it, expect, vi } from 'vitest';
import { checkFilingDeadlines } from '../src/fondo-service';
vi.mock('../src/fondo-client', () => ({
FondoClient: vi.fn().mockImplementation(() => ({
listFilings: vi.fn().mockResolvedValue({
filings: [
{ id: 'fil_q1', type: '941', quarter: 'Q1-2026', status: 'filed', due_date: '2026-04-30' },
{ id: 'fil_q2', type: '941', quarter: 'Q2-2026', status: 'pending', due_date: '2026-07-31' },
],
}),
getComplianceStatus: vi.fn().mockResolvedValue({
r_and_d_credit: { status: 'eligible', estimated: 45000 },
state_filings: { ca: 'current', de: 'current' },
}),
getBookkeepingSummary: vi.fn().mockResolvedValue({
month: '2026-03', revenue: 120000, expenses: 85000, net: 35000,
}),
})),
}));
describe('Fondo Service', () => {
it('identifies upcoming filing deadlines', async () => {
const deadlines = await checkFilingDeadlines();
expect(deadlines.pending).toHaveLength(1);
expect(deadlines.pending[0].type).toBe('941');
});
});
```
## Integration Tests
```typescript
// tests/integration/fondo.integration.test.ts
import { describe, it, expect } from 'vitest';
const hasKey = !!process.env.FONDO_API_KEY;
describe.skipIf(!hasKey)('Fondo Live API', () => {
it('retrieves compliance status', async () => {
const res = await fetch('https://api.fondo.com/v1/compliance/status', {
headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` },
});
expect(res.status).toBe(200);
const body = await res.json();
expect(body).toHaveProperty('state_filings');
});
});
```
## Error Handling
| CI Issue | Cause | Fix |
|----------|-------|-----|
| `401 Unauthorized` | Invalid API key | Regenerate at fondo.com dashboard settings |
| Empty filings list | No active filings for entity | Verify correct entity ID in API requests |
| Compliance data stale | Sync delay from accounting system | Add retry logic for recently updated records |
| Rate limit (429) | Too many requests in test suite | Serialize integration tests and add throttling |
| Missing R&D credit data | Entity not enrolled in R&D program | Check enrollment status before querying credit endpoint |
## Resources
- [Fondo Platform](https://www.fondo.com/)
- [GitHub Actions Secrets](https://docs.github.com/en/actions/security-guides/encrypted-secrets)
## Next Steps
For deployment patterns, see `fondo-deploy-integration`.
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