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Code Issues Releases Activity Actions 1

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

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* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
This commit is contained in:
Zach Gollwitzer 2024-10-01 10:47:59 -04:00 • committed by GitHub
parent 23786b444a
commit 398b246965
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103 changed files with 2420 additions and 1689 deletions
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16
test/models/account/entry_test.rb
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@ -99,20 +99,4 @@ class Account::EntryTest < ActiveSupport::TestCase
assert create_transaction(amount: -10).inflow?
assert create_transaction(amount: 10).outflow?
end
test "cannot sell more shares of stock than owned" do
account = families(:empty).accounts.create! name: "Test", balance: 0, currency: "USD", accountable: Investment.new
security = securities(:aapl)
error = assert_raises ActiveRecord::RecordInvalid do
account.entries.create! \
date: Date.current,
amount: 100,
currency: "USD",
name: "Sell 10 shares of AMZN",
entryable: Account::Trade.new(qty: -10, price: 200, security: security)
end
assert_match /cannot sell 10.0 shares of AAPL because you only own 0.0 shares/, error.message
end
end