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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
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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@ -27,4 +27,13 @@ module Account::EntriesTestHelper
Account::Entry.create! entry_defaults.merge(attributes)
end
def create_trade(account:, security:, qty:, price:, date:)
account.entries.create! \
date: date,
amount: qty * price,
currency: "USD",
name: "Trade",
entryable: Account::Trade.new(qty: qty, price: price, security: security)
end
end