Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-30 18:49:39 +02:00
Code Issues Releases Activity Actions

Investment Portfolio Sync (#974)

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
32 changed files with 591 additions and 56 deletions
Download patch file Download diff file Expand all files Collapse all files

16
test/models/account/sync_test.rb
View file

@ -5,13 +5,20 @@ class Account::SyncTest < ActiveSupport::TestCase
@account = accounts(:depository)
@sync = Account::Sync.for(@account)
@balance_syncer = mock("Account::Balance::Syncer")
Account::Balance::Syncer.expects(:new).with(@account, start_date: nil).returns(@balance_syncer).once
@holding_syncer = mock("Account::Holding::Syncer")
end
test "runs sync" do
Account::Balance::Syncer.expects(:new).with(@account, start_date: nil).returns(@balance_syncer).once
Account::Holding::Syncer.expects(:new).with(@account, start_date: nil).returns(@holding_syncer).once
@balance_syncer.expects(:run).once
@balance_syncer.expects(:warnings).returns([ "test sync warning" ]).once
@balance_syncer.expects(:warnings).returns([ "test balance sync warning" ]).once
@holding_syncer.expects(:run).once
@holding_syncer.expects(:warnings).returns([ "test holding sync warning" ]).once
assert_equal "pending", @sync.status
assert_equal [], @sync.warnings
@ -20,11 +27,14 @@ class Account::SyncTest < ActiveSupport::TestCase
@sync.run
assert_equal "completed", @sync.status
assert_equal [ "test sync warning" ], @sync.warnings
assert_equal [ "test balance sync warning", "test holding sync warning" ], @sync.warnings
assert @sync.last_ran_at
end
test "handles sync errors" do
Account::Balance::Syncer.expects(:new).with(@account, start_date: nil).returns(@balance_syncer).once
Account::Holding::Syncer.expects(:new).with(@account, start_date: nil).returns(@holding_syncer).never # error from balance sync halts entire sync
@balance_syncer.expects(:run).raises(StandardError.new("test sync error"))
@sync.run