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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
parent f181ba941f
commit e657c40d19
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172 changed files with 1297 additions and 1258 deletions

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@ -0,0 +1,47 @@
module EntriesTestHelper
def create_transaction(attributes = {})
entry_attributes = attributes.except(:category, :tags, :merchant)
transaction_attributes = attributes.slice(:category, :tags, :merchant)
entry_defaults = {
account: accounts(:depository),
name: "Transaction",
date: Date.current,
currency: "USD",
amount: 100,
entryable: Transaction.new(transaction_attributes)
}
Entry.create! entry_defaults.merge(entry_attributes)
end
def create_valuation(attributes = {})
entry_defaults = {
account: accounts(:depository),
name: "Valuation",
date: 1.day.ago.to_date,
currency: "USD",
amount: 5000,
entryable: Valuation.new
}
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 = Trade.new \
qty: qty,
security: security,
price: trade_price,
currency: "USD"
account.entries.create! \
name: "Trade",
date: date,
amount: qty * trade_price,
currency: "USD",
entryable: trade
end
end