Files
sure/test/models/coinstats_entry/processor_test.rb
Anas Limouri a90f9b7317 Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
* [FEATURE] Add CoinStats exchange portfolios and normalize linked investment charts

* [BUGFIX] Fix CoinStats PR regressions

* [BUGFIX] Fix CoinStats PR review findings

* [BUGFIX] Address follow-up CoinStats PR feedback

* [REFACTO] Extract CoinStats exchange account helpers

* [BUGFIX] Batch linked CoinStats chart normalization

* [BUGFIX] Fix CoinStats processor lint

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-01 20:25:06 +02:00

466 lines
15 KiB
Ruby

require "test_helper"
class CoinstatsEntry::ProcessorTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
@coinstats_item = CoinstatsItem.create!(
family: @family,
name: "Test CoinStats Connection",
api_key: "test_api_key_123"
)
@crypto = Crypto.create!
@account = @family.accounts.create!(
accountable: @crypto,
name: "Test Crypto Account",
balance: 1000,
currency: "USD"
)
@coinstats_account = @coinstats_item.coinstats_accounts.create!(
name: "Test ETH Wallet",
currency: "USD",
current_balance: 5000,
institution_metadata: { "logo" => "https://example.com/eth.png" }
)
AccountProvider.create!(account: @account, provider: @coinstats_account)
end
test "processes received transaction" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.5, symbol: "ETH", currentValue: 3000 },
hash: { id: "0xabc123", explorerUrl: "https://etherscan.io/tx/0xabc123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
assert_difference "Entry.count", 1 do
processor.process
end
entry = @account.entries.last
assert_equal "coinstats_0xabc123", entry.external_id
assert_equal BigDecimal("-3000"), entry.amount # Negative = income
assert_equal "USD", entry.currency
assert_equal Date.new(2025, 1, 15), entry.date
assert_equal "Received ETH", entry.name
end
test "processes sent transaction" do
transaction_data = {
type: "Sent",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: -0.5, symbol: "ETH", currentValue: 1000 },
hash: { id: "0xdef456", explorerUrl: "https://etherscan.io/tx/0xdef456" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
assert_difference "Entry.count", 1 do
processor.process
end
entry = @account.entries.last
assert_equal BigDecimal("1000"), entry.amount # Positive = expense
assert_equal "Sent ETH", entry.name
end
test "stores extra metadata" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xmeta123", explorerUrl: "https://etherscan.io/tx/0xmeta123" },
profitLoss: { profit: 100.50, profitPercent: 5.25 },
fee: { count: 0.001, coin: { symbol: "ETH" }, totalWorth: 2.0 }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
extra = entry.transaction.extra["coinstats"]
assert_equal "0xmeta123", extra["transaction_hash"]
assert_equal "https://etherscan.io/tx/0xmeta123", extra["explorer_url"]
assert_equal "Received", extra["transaction_type"]
assert_equal "ETH", extra["symbol"]
assert_equal 1.0, extra["count"]
assert_equal 100.50, extra["profit"]
assert_equal 5.25, extra["profit_percent"]
assert_equal 0.001, extra["fee_amount"]
assert_equal "ETH", extra["fee_symbol"]
assert_equal 2.0, extra["fee_usd"]
end
test "handles UTXO transaction ID format" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 0.1, symbol: "BTC", currentValue: 4000 },
transactions: [
{ items: [ { id: "utxo_tx_id_123" } ] }
]
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
assert_equal "coinstats_utxo_tx_id_123", entry.external_id
end
test "generates fallback ID when no hash available" do
transaction_data = {
type: "Swap",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 100, symbol: "USDC", currentValue: 100 }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
# Fallback IDs use a hash digest format: "coinstats_fallback_<16-char-hex>"
assert_match(/^coinstats_fallback_[a-f0-9]{16}$/, entry.external_id)
end
test "raises error when transaction missing identifier" do
transaction_data = {
type: nil,
date: nil,
coinData: { count: nil }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
assert_raises(ArgumentError) do
processor.process
end
end
test "skips processing when no linked account" do
unlinked_account = @coinstats_item.coinstats_accounts.create!(
name: "Unlinked",
currency: "USD"
)
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xskip123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: unlinked_account)
assert_no_difference "Entry.count" do
result = processor.process
assert_nil result
end
end
test "creates notes with transaction details" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.5, symbol: "ETH", currentValue: 3000 },
hash: { id: "0xnotes123", explorerUrl: "https://etherscan.io/tx/0xnotes123" },
profitLoss: { profit: 150.00, profitPercent: 10.0 },
fee: { count: 0.002, coin: { symbol: "ETH" }, totalWorth: 4.0 }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
assert_includes entry.notes, "1.5 ETH"
assert_includes entry.notes, "Fee: 0.002 ETH"
assert_includes entry.notes, "P/L: $150.0 (10.0%)"
assert_includes entry.notes, "Explorer: https://etherscan.io/tx/0xnotes123"
end
test "handles integer timestamp" do
timestamp = Time.new(2025, 1, 15, 10, 0, 0).to_i
transaction_data = {
type: "Received",
date: timestamp,
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xtimestamp123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
assert_equal Date.new(2025, 1, 15), entry.date
end
test "raises error for missing date" do
transaction_data = {
type: "Received",
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xnodate123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
assert_raises(ArgumentError) do
processor.process
end
end
test "builds name with symbol preferring it over coin name" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.0, symbol: "WETH" },
hash: { id: "0xname123" },
profitLoss: { currentValue: 2000 },
transactions: [
{ items: [ { coin: { name: "Wrapped Ether" } } ] }
]
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
assert_equal "Received WETH", entry.name
end
test "handles swap out as outgoing transaction" do
transaction_data = {
type: "swap_out",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xswap123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
processor.process
entry = @account.entries.last
assert_equal BigDecimal("2000"), entry.amount # Positive = expense/outflow
end
test "is idempotent - does not duplicate transactions" do
transaction_data = {
type: "Received",
date: "2025-01-15T10:00:00.000Z",
coinData: { count: 1.0, symbol: "ETH", currentValue: 2000 },
hash: { id: "0xidempotent123" }
}
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: @coinstats_account)
assert_difference "Entry.count", 1 do
processor.process
end
# Processing again should not create duplicate
assert_no_difference "Entry.count" do
processor.process
end
end
test "restores legacy transaction entry if trade import fails" do
exchange_crypto = Crypto.create!
exchange_account_record = @family.accounts.create!(
accountable: exchange_crypto,
name: "Bitvavo",
balance: 1000,
currency: "USD"
)
exchange_account = @coinstats_item.coinstats_accounts.create!(
name: "Bitvavo",
currency: "USD",
account_id: "exchange_portfolio:portfolio_123",
raw_payload: {
source: "exchange",
portfolio_account: true,
portfolio_id: "portfolio_123",
coins: []
}
)
AccountProvider.create!(account: exchange_account_record, provider: exchange_account)
legacy_entry = exchange_account_record.entries.create!(
entryable: Transaction.new,
external_id: "coinstats_trade_legacy",
source: "coinstats",
amount: 100,
currency: "USD",
date: Date.new(2025, 1, 15),
name: "Trade BTC"
)
transaction_data = {
type: "Trade",
date: "2025-01-15T10:00:00.000Z",
hash: { id: "trade_legacy" },
transactions: [
{
items: [
{ coin: { id: "bitcoin", symbol: "BTC" }, count: "-0.1", totalWorth: "100" },
{ coin: { id: "ethereum", symbol: "ETH" }, count: "1.5", totalWorth: "100" }
]
}
]
}
Security::Resolver.any_instance.stubs(:resolve).returns(securities(:aapl))
Account::ProviderImportAdapter.any_instance.expects(:import_trade).raises(StandardError, "boom")
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: exchange_account)
assert_raises(StandardError) { processor.process }
assert exchange_account_record.entries.exists?(id: legacy_entry.id)
end
test "exchange trades prefer the disposed asset leg" do
exchange_crypto = Crypto.create!
exchange_account_record = @family.accounts.create!(
accountable: exchange_crypto,
name: "Bitvavo",
balance: 1000,
currency: "USD"
)
exchange_account = @coinstats_item.coinstats_accounts.create!(
name: "Bitvavo",
currency: "USD",
account_id: "exchange_portfolio:portfolio_123",
raw_payload: {
source: "exchange",
portfolio_account: true,
portfolio_id: "portfolio_123",
coins: []
}
)
AccountProvider.create!(account: exchange_account_record, provider: exchange_account)
transaction_data = {
type: "Trade",
date: "2025-01-15T10:00:00.000Z",
hash: { id: "trade_disposed_asset" },
transactions: [
{
items: [
{ coin: { id: "bitcoin", symbol: "BTC" }, count: "-0.00335845", totalWorth: "100" },
{ coin: { id: "ethereum", symbol: "ETH" }, count: "0.05580825", totalWorth: "100" }
]
}
]
}
Security::Resolver.any_instance.stubs(:resolve).returns(securities(:aapl))
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: exchange_account)
processor.process
entry = exchange_account_record.entries.order(created_at: :desc).first
assert_equal "Trade BTC", entry.name
assert_equal "Sell", entry.trade.investment_activity_label
end
test "portfolio exchange fallback keeps disposed asset sign when trade import is skipped" do
exchange_crypto = Crypto.create!
exchange_account_record = @family.accounts.create!(
accountable: exchange_crypto,
name: "Bitvavo",
balance: 1000,
currency: "USD"
)
exchange_account = @coinstats_item.coinstats_accounts.create!(
name: "Bitvavo",
currency: "USD",
account_id: "exchange_portfolio:portfolio_123",
raw_payload: {
source: "exchange",
portfolio_account: true,
portfolio_id: "portfolio_123",
coins: []
}
)
AccountProvider.create!(account: exchange_account_record, provider: exchange_account)
transaction_data = {
type: "Trade",
date: "2025-01-15T10:00:00.000Z",
hash: { id: "trade_fallback_sign" },
transactions: [
{
items: [
{ coin: { id: "bitcoin", symbol: "BTC" }, count: "-0.00335845", totalWorth: "100" },
{ coin: { id: "ethereum", symbol: "ETH" }, count: "0.05580825", totalWorth: "100" }
]
}
]
}
Security::Resolver.any_instance.stubs(:resolve).returns(nil)
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: exchange_account)
processor.process
entry = exchange_account_record.entries.order(created_at: :desc).first
assert_equal BigDecimal("100"), entry.amount
assert_equal "Trade BTC", entry.name
end
test "preserves protected legacy transaction when migrating exchange trade" do
exchange_crypto = Crypto.create!
exchange_account_record = @family.accounts.create!(
accountable: exchange_crypto,
name: "Bitvavo",
balance: 1000,
currency: "USD"
)
exchange_account = @coinstats_item.coinstats_accounts.create!(
name: "Bitvavo",
currency: "USD",
account_id: "exchange_portfolio:portfolio_123",
raw_payload: {
source: "exchange",
portfolio_account: true,
portfolio_id: "portfolio_123",
coins: []
}
)
AccountProvider.create!(account: exchange_account_record, provider: exchange_account)
legacy_entry = exchange_account_record.entries.create!(
entryable: Transaction.new,
external_id: "coinstats_trade_protected",
source: "coinstats",
amount: 100,
currency: "USD",
date: Date.new(2025, 1, 15),
name: "Trade BTC"
)
legacy_entry.mark_user_modified!
transaction_data = {
type: "Trade",
date: "2025-01-15T10:00:00.000Z",
hash: { id: "trade_protected" },
transactions: [
{
items: [
{ coin: { id: "bitcoin", symbol: "BTC" }, count: "-0.00335845", totalWorth: "100" },
{ coin: { id: "ethereum", symbol: "ETH" }, count: "0.05580825", totalWorth: "100" }
]
}
]
}
Security::Resolver.any_instance.stubs(:resolve).returns(securities(:aapl))
processor = CoinstatsEntry::Processor.new(transaction_data, coinstats_account: exchange_account)
assert_no_difference("Trade.count") { assert_equal legacy_entry, processor.process }
assert_equal "Transaction", legacy_entry.reload.entryable_type
end
end