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Account:: namespace simplifications and cleanup (#2110)

* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
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Zach Gollwitzer 2025-04-14 11:40:34 -04:00 committed by GitHub
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commit e657c40d19
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172 changed files with 1297 additions and 1258 deletions

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require "test_helper"
class TradesControllerTest < ActionDispatch::IntegrationTest
include EntryableResourceInterfaceTest
setup do
sign_in @user = users(:family_admin)
@entry = entries(:trade)
end
test "updates trade entry" do
assert_no_difference [ "Entry.count", "Trade.count" ] do
patch trade_url(@entry), params: {
entry: {
currency: "USD",
entryable_attributes: {
id: @entry.entryable_id,
qty: 20,
price: 20
}
}
}
end
@entry.reload
assert_enqueued_with job: SyncJob
assert_equal 20, @entry.trade.qty
assert_equal 20, @entry.trade.price
assert_equal "USD", @entry.currency
assert_redirected_to account_url(@entry.account)
end
test "creates deposit entry" do
from_account = accounts(:depository) # Account the deposit is coming from
assert_difference -> { Entry.count } => 2,
-> { Transaction.count } => 2,
-> { Transfer.count } => 1 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "deposit",
date: Date.current,
amount: 10,
currency: "USD",
transfer_account_id: from_account.id
}
}
end
assert_redirected_to @entry.account
end
test "creates withdrawal entry" do
to_account = accounts(:depository) # Account the withdrawal is going to
assert_difference -> { Entry.count } => 2,
-> { Transaction.count } => 2,
-> { Transfer.count } => 1 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "withdrawal",
date: Date.current,
amount: 10,
currency: "USD",
transfer_account_id: to_account.id
}
}
end
assert_redirected_to @entry.account
end
test "deposit and withdrawal has optional transfer account" do
assert_difference -> { Entry.count } => 1,
-> { Transaction.count } => 1,
-> { Transfer.count } => 0 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "withdrawal",
date: Date.current,
amount: 10,
currency: "USD"
}
}
end
created_entry = Entry.order(created_at: :desc).first
assert created_entry.amount.positive?
assert_redirected_to @entry.account
end
test "creates interest entry" do
assert_difference [ "Entry.count", "Transaction.count" ], 1 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "interest",
date: Date.current,
amount: 10,
currency: "USD"
}
}
end
created_entry = Entry.order(created_at: :desc).first
assert created_entry.amount.negative?
assert_redirected_to @entry.account
end
test "creates trade buy entry" do
assert_difference [ "Entry.count", "Trade.count", "Security.count" ], 1 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "buy",
date: Date.current,
ticker: "NVDA (NASDAQ)",
qty: 10,
price: 10,
currency: "USD"
}
}
end
created_entry = Entry.order(created_at: :desc).first
assert created_entry.amount.positive?
assert created_entry.trade.qty.positive?
assert_equal "Entry created", flash[:notice]
assert_enqueued_with job: SyncJob
assert_redirected_to account_url(created_entry.account)
end
test "creates trade sell entry" do
assert_difference [ "Entry.count", "Trade.count" ], 1 do
post trades_url, params: {
entry: {
account_id: @entry.account_id,
type: "sell",
ticker: "AAPL (NYSE)",
date: Date.current,
currency: "USD",
qty: 10,
price: 10
}
}
end
created_entry = Entry.order(created_at: :desc).first
assert created_entry.amount.negative?
assert created_entry.trade.qty.negative?
assert_equal "Entry created", flash[:notice]
assert_enqueued_with job: SyncJob
assert_redirected_to account_url(created_entry.account)
end
end