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Investment Portfolio Sync (#974)
* 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
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32 changed files with 591 additions and 56 deletions
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@ -27,4 +27,13 @@ module Account::EntriesTestHelper
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Account::Entry.create! entry_defaults.merge(attributes)
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end
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def create_trade(account:, security:, qty:, price:, date:)
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account.entries.create! \
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date: date,
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amount: qty * price,
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currency: "USD",
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name: "Trade",
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entryable: Account::Trade.new(qty: qty, price: price, security: security)
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end
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end
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