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Code Issues Releases Activity Actions 1

Investment Portfolio Sync (#974)

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* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
This commit is contained in:
Zach Gollwitzer 2024-07-16 09:26:49 -04:00 • committed by GitHub
parent d0bc959bee
commit 47523f64c2
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32 changed files with 591 additions and 56 deletions
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17
test/models/account/entry_test.rb
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@ -12,6 +12,7 @@ class Account::EntryTest < ActiveSupport::TestCase
new_valuation = Account::Entry.new \
entryable: Account::Valuation.new,
account: existing_valuation.account,
date: existing_valuation.date, # invalid
currency: existing_valuation.currency,
amount: existing_valuation.amount
@ -92,4 +93,20 @@ 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, 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