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Maybe/test/models/holding/portfolio_cache_test.rb
Zach Gollwitzer 10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00

59 lines
1.6 KiB
Ruby

require "test_helper"
class Holding::PortfolioCacheTest < ActiveSupport::TestCase
include EntriesTestHelper, ProviderTestHelper
setup do
@provider = mock
Security.stubs(:provider).returns(@provider)
@account = families(:empty).accounts.create!(
name: "Test Brokerage",
balance: 10000,
currency: "USD",
accountable: Investment.new
)
@security = Security.create!(name: "Test Security", ticker: "TEST", exchange_operating_mic: "TEST")
@trade = create_trade(@security, account: @account, qty: 1, date: 2.days.ago.to_date, price: 210.23).trade
end
test "gets price from DB if available" do
db_price = 210
Security::Price.create!(
security: @security,
date: Date.current,
price: db_price
)
cache = Holding::PortfolioCache.new(@account)
assert_equal db_price, cache.get_price(@security.id, Date.current).price
end
test "if no price from db, try getting the price from trades" do
Security::Price.destroy_all
cache = Holding::PortfolioCache.new(@account)
assert_equal @trade.price, cache.get_price(@security.id, @trade.entry.date).price
end
test "if no price from db or trades, search holdings" do
Security::Price.delete_all
Entry.delete_all
holding = Holding.create!(
security: @security,
account: @account,
date: Date.current,
qty: 1,
price: 250,
amount: 250 * 1,
currency: "USD"
)
cache = Holding::PortfolioCache.new(@account, use_holdings: true)
assert_equal holding.price, cache.get_price(@security.id, holding.date).price
end
end