fondo-ci-integration

name	fondo-ci-integration
description	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".
allowed-tools	Read, Write, Edit, Bash(npm:*), Grep
version	1.6.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","accounting","fondo"]
compatibility	Designed for Claude Code

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

# .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' }
      -   
          
        
             

Mock-Based Unit Tests

// 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.().({
      : , : , : , : ,
    }),
  })),
}));

(,  {
  (,  () => {
     deadlines =  ();
    (deadlines.).();
    (deadlines.[].).();
  });
});

Integration Tests

// 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
• GitHub Actions Secrets

Next Steps

For deployment patterns, see fondo-deploy-integration.