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Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates
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75 changed files with 801 additions and 624 deletions
63
test/controllers/account/trades_controller_test.rb
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63
test/controllers/account/trades_controller_test.rb
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require "test_helper"
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class Account::TradesControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@entry = account_entries :trade
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end
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test "should get index" do
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get account_trades_url(@entry.account)
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assert_response :success
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end
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test "should get new" do
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get new_account_trade_url(@entry.account)
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assert_response :success
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end
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test "creates trade buy entry" do
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assert_difference [ "Account::Entry.count", "Account::Trade.count", "Security.count" ], 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "buy",
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date: Date.current,
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ticker: "NVDA",
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qty: 10,
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price: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.positive?
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assert created_entry.account_trade.qty.positive?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: AccountSyncJob
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assert_redirected_to account_path(@entry.account)
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end
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test "creates trade sell entry" do
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assert_difference [ "Account::Entry.count", "Account::Trade.count" ], 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "sell",
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ticker: "AAPL",
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date: Date.current,
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currency: "USD",
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qty: 10,
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price: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.negative?
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assert created_entry.account_trade.qty.negative?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: AccountSyncJob
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assert_redirected_to account_path(@entry.account)
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end
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end
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