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Match Plaid holding values on current day (#2212)

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* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
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Zach Gollwitzer 2025-05-06 09:25:49 -04:00 • committed by GitHub
parent 470b753833
commit 2000f05453
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16 changed files with 242 additions and 21 deletions
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20
test/models/holding/forward_calculator_test.rb
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@ -18,6 +18,26 @@ class Holding::ForwardCalculatorTest < ActiveSupport::TestCase
assert_equal [], calculated
end
test "holding generation respects user timezone and last generated date is current user date" do
# Simulate user in EST timezone
Time.zone = "America/New_York"
# Set current time to 1am UTC on Jan 5, 2025
# This would be 8pm EST on Jan 4, 2025 (user's time, and the last date we should generate holdings for)
travel_to Time.utc(2025, 01, 05, 1, 0, 0)
voo = Security.create!(ticker: "VOO", name: "Vanguard S&P 500 ETF")
Security::Price.create!(security: voo, date: "2025-01-02", price: 500)
Security::Price.create!(security: voo, date: "2025-01-03", price: 500)
Security::Price.create!(security: voo, date: "2025-01-04", price: 500)
create_trade(voo, qty: 10, date: "2025-01-03", price: 500, account: @account)
expected = [ [ "2025-01-02", 0 ], [ "2025-01-03", 5000 ], [ "2025-01-04", 5000 ] ]
calculated = Holding::ForwardCalculator.new(@account).calculate
assert_equal expected, calculated.map { |b| [ b.date.to_s, b.amount ] }
end
test "forward portfolio calculation" do
load_prices