2024-07-10 11:22:59 -04:00
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module Account::EntriesTestHelper
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def create_transaction(attributes = {})
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entry_attributes = attributes.except(:category, :tags, :merchant)
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transaction_attributes = attributes.slice(:category, :tags, :merchant)
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entry_defaults = {
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account: accounts(:depository),
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name: "Transaction",
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date: Date.current,
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currency: "USD",
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amount: 100,
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entryable: Account::Transaction.new(transaction_attributes)
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}
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Account::Entry.create! entry_defaults.merge(entry_attributes)
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end
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def create_valuation(attributes = {})
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entry_defaults = {
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account: accounts(:depository),
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name: "Valuation",
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date: 1.day.ago.to_date,
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currency: "USD",
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amount: 5000,
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entryable: Account::Valuation.new
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}
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Account::Entry.create! entry_defaults.merge(attributes)
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end
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2024-07-16 09:26:49 -04:00
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2024-07-25 16:46:04 -04:00
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def create_trade(security, account:, qty:, date:, price: nil)
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2024-08-01 19:43:23 -04:00
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trade_price = price || Security::Price.find_by!(ticker: security.ticker, date: date).price
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2024-07-25 16:46:04 -04:00
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trade = Account::Trade.new \
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qty: qty,
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security: security,
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price: trade_price
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2024-07-16 09:26:49 -04:00
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account.entries.create! \
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name: "Trade",
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date: date,
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2024-07-25 16:46:04 -04:00
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amount: qty * trade_price,
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2024-07-16 09:26:49 -04:00
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currency: "USD",
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entryable: trade
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2024-07-16 09:26:49 -04:00
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end
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2024-07-10 11:22:59 -04:00
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end
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