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Account:: namespace simplifications and cleanup (#2110)

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* 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
This commit is contained in:
Zach Gollwitzer 2025-04-14 11:40:34 -04:00 • committed by GitHub
parent f181ba941f
commit e657c40d19
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172 changed files with 1297 additions and 1258 deletions
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12
test/support/account/entries_test_helper.rb → test/support/entries_test_helper.rb
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@ -1,4 +1,4 @@
module Account::EntriesTestHelper
module EntriesTestHelper
def create_transaction(attributes = {})
entry_attributes = attributes.except(:category, :tags, :merchant)
transaction_attributes = attributes.slice(:category, :tags, :merchant)
@ -9,10 +9,10 @@ module Account::EntriesTestHelper
date: Date.current,
currency: "USD",
amount: 100,
entryable: Account::Transaction.new(transaction_attributes)
entryable: Transaction.new(transaction_attributes)
}
Account::Entry.create! entry_defaults.merge(entry_attributes)
Entry.create! entry_defaults.merge(entry_attributes)
end
def create_valuation(attributes = {})
@ -22,16 +22,16 @@ module Account::EntriesTestHelper
date: 1.day.ago.to_date,
currency: "USD",
amount: 5000,
entryable: Account::Valuation.new
entryable: Valuation.new
}
Account::Entry.create! entry_defaults.merge(attributes)
Entry.create! entry_defaults.merge(attributes)
end
def create_trade(security, account:, qty:, date:, price: nil)
trade_price = price || Security::Price.find_by!(security: security, date: date).price
trade = Account::Trade.new \
trade = Trade.new \
qty: qty,
security: security,
price: trade_price,