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8b8ac705f6
* Refactor: Enhance cash balance calculation and holdings management with money market classification and provider-sourced data handling * Fix: Clear fixture holdings in test to ensure clean creation and update raw_holdings_payload format --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
65 lines
1.9 KiB
Ruby
65 lines
1.9 KiB
Ruby
require "test_helper"
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class SimplefinHoldingsApplyJobTest < ActiveSupport::TestCase
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setup do
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@family = families(:dylan_family)
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@item = SimplefinItem.create!(family: @family, name: "SF", access_url: "https://example.com/x")
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@account = accounts(:investment)
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# Link SFA to existing investment account via legacy association for simplicity
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@sfa = @item.simplefin_accounts.create!(
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name: "Invest",
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account_id: "sf_invest_1",
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currency: "USD",
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account_type: "investment",
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current_balance: 10_000
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)
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@account.update!(simplefin_account_id: @sfa.id)
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end
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test "materializes holdings from raw_holdings_payload and is idempotent" do
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# Clear existing fixture holdings so we can test clean creation
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@account.holdings.delete_all
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# Two holdings: one AAPL (existing security), one NEWCO (should be created)
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@sfa.update!(
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raw_holdings_payload: [
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{
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"id" => "h1",
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"symbol" => "AAPL",
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"quantity" => 10,
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"market_value" => 2000,
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"currency" => "USD"
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},
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{
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"id" => "h2",
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"symbol" => "NEWCO",
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"quantity" => 5,
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"market_value" => 500,
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"currency" => "USD"
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}
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]
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)
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assert_difference "Holding.where(account: @account).count", 2 do
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SimplefinHoldingsApplyJob.perform_now(@sfa.id)
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end
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# Running again should not create duplicates (external_id uniqueness)
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assert_no_difference "Holding.where(account: @account).count" do
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SimplefinHoldingsApplyJob.perform_now(@sfa.id)
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end
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holdings = @account.holdings.order(:external_id)
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aapl = holdings.find { |h| h.security.ticker == "AAPL" }
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refute_nil aapl
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assert_equal 10, aapl.qty
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assert_equal Money.new(2000, "USD"), aapl.amount_money
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newco_sec = Security.find_by(ticker: "NEWCO")
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refute_nil newco_sec, "should create NEWCO security via resolver when missing"
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end
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end
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