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Improve account transaction, trade, and valuation editing and sync experience (#1506)
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* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
This commit is contained in:
Zach Gollwitzer 2024-11-27 16:01:50 -05:00 committed by GitHub
parent 76f2714006
commit c3248cd796
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GPG key ID: B5690EEEBB952194
97 changed files with 1103 additions and 1159 deletions

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@ -1,19 +1,36 @@
require "test_helper"
class Account::TradesControllerTest < ActionDispatch::IntegrationTest
include EntryableResourceInterfaceTest
setup do
sign_in @user = users(:family_admin)
@entry = account_entries :trade
@entry = account_entries(:trade)
end
test "should get index" do
get account_trades_url(@entry.account)
assert_response :success
end
test "updates trade entry" do
assert_no_difference [ "Account::Entry.count", "Account::Trade.count" ] do
patch account_trade_url(@entry), params: {
account_entry: {
currency: "USD",
entryable_attributes: {
id: @entry.entryable_id,
qty: 20,
price: 20
}
}
}
end
test "should get new" do
get new_account_trade_url(@entry.account)
assert_response :success
@entry.reload
assert_enqueued_with job: SyncJob
assert_equal 20, @entry.account_trade.qty
assert_equal 20, @entry.account_trade.price
assert_equal "USD", @entry.currency
assert_redirected_to account_url(@entry.account)
end
test "creates deposit entry" do
@ -22,9 +39,10 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
assert_difference -> { Account::Entry.count } => 2,
-> { Account::Transaction.count } => 2,
-> { Account::Transfer.count } => 1 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
type: "transfer_in",
account_id: @entry.account_id,
type: "deposit",
date: Date.current,
amount: 10,
currency: "USD",
@ -42,9 +60,10 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
assert_difference -> { Account::Entry.count } => 2,
-> { Account::Transaction.count } => 2,
-> { Account::Transfer.count } => 1 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
type: "transfer_out",
account_id: @entry.account_id,
type: "withdrawal",
date: Date.current,
amount: 10,
currency: "USD",
@ -60,9 +79,10 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
assert_difference -> { Account::Entry.count } => 1,
-> { Account::Transaction.count } => 1,
-> { Account::Transfer.count } => 0 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
type: "transfer_out",
account_id: @entry.account_id,
type: "withdrawal",
date: Date.current,
amount: 10,
currency: "USD"
@ -79,8 +99,9 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
test "creates interest entry" do
assert_difference [ "Account::Entry.count", "Account::Transaction.count" ], 1 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
account_id: @entry.account_id,
type: "interest",
date: Date.current,
amount: 10,
@ -97,13 +118,15 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
test "creates trade buy entry" do
assert_difference [ "Account::Entry.count", "Account::Trade.count", "Security.count" ], 1 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
account_id: @entry.account_id,
type: "buy",
date: Date.current,
ticker: "NVDA (NASDAQ)",
qty: 10,
price: 10
price: 10,
currency: "USD"
}
}
end
@ -112,15 +135,16 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
assert created_entry.amount.positive?
assert created_entry.account_trade.qty.positive?
assert_equal "Transaction created successfully.", flash[:notice]
assert_equal "Entry created", flash[:notice]
assert_enqueued_with job: SyncJob
assert_redirected_to @entry.account
assert_redirected_to account_url(created_entry.account)
end
test "creates trade sell entry" do
assert_difference [ "Account::Entry.count", "Account::Trade.count" ], 1 do
post account_trades_url(@entry.account), params: {
post account_trades_url, params: {
account_entry: {
account_id: @entry.account_id,
type: "sell",
ticker: "AAPL (NYSE)",
date: Date.current,
@ -135,8 +159,8 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
assert created_entry.amount.negative?
assert created_entry.account_trade.qty.negative?
assert_equal "Transaction created successfully.", flash[:notice]
assert_equal "Entry created", flash[:notice]
assert_enqueued_with job: SyncJob
assert_redirected_to @entry.account
assert_redirected_to account_url(created_entry.account)
end
end