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eac5d5e663
* Placeholder logic for missing prices * Generate holdings properly for "offline" securities * Separate forward and reverse calculators for holdings and balances * Remove unnecessary currency conversion during sync * Clearer sync process * Move price caching logic to dedicated model * Base holding calculator * Base calculator for balances * Finish balance calculators * Better naming * Logs cleanup * Remove stale data type * Remove stale test * Fix price lookup logic for holdings sync * Fix Plaid item sync regression * Remove temp logging * Calculate cash and holdings series * Add holdings, cash, and balance series dropdown for investments
30 lines
1.0 KiB
Ruby
30 lines
1.0 KiB
Ruby
require "test_helper"
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class Account::Holding::SyncerTest < ActiveSupport::TestCase
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include Account::EntriesTestHelper
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setup do
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@family = families(:empty)
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@account = @family.accounts.create!(name: "Test", balance: 20000, cash_balance: 20000, currency: "USD", accountable: Investment.new)
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@aapl = securities(:aapl)
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end
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test "syncs holdings" do
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create_trade(@aapl, account: @account, qty: 1, price: 200, date: Date.current)
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# Should have yesterday's and today's holdings
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assert_difference "@account.holdings.count", 2 do
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Account::Holding::Syncer.new(@account, strategy: :forward).sync_holdings
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end
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end
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test "purges stale holdings for unlinked accounts" do
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# Since the account has no entries, there should be no holdings
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Account::Holding.create!(account: @account, security: @aapl, qty: 1, price: 100, amount: 100, currency: "USD", date: Date.current)
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assert_difference "Account::Holding.count", -1 do
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Account::Holding::Syncer.new(@account, strategy: :forward).sync_holdings
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end
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end
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end
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