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47523f64c2
* Add investment portfolio models * Add portfolio to demo data * Setup initial tests * Rough sketch of sync logic * Clean up trade sync logic * Add trade validation * Integrate trades into sync process
86 lines
3 KiB
Ruby
86 lines
3 KiB
Ruby
require "test_helper"
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class AccountTest < ActiveSupport::TestCase
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include ActiveJob::TestHelper
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setup do
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@account = accounts(:depository)
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@family = families(:dylan_family)
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end
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test "can sync later" do
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assert_enqueued_with(job: AccountSyncJob, args: [ @account, start_date: Date.current ]) do
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@account.sync_later start_date: Date.current
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end
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end
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test "can sync" do
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start_date = 10.days.ago.to_date
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mock_sync = mock("Account::Sync")
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mock_sync.expects(:run).once
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Account::Sync.expects(:for).with(@account, start_date: start_date).returns(mock_sync).once
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@account.sync start_date: start_date
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end
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test "groups accounts by type" do
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result = @family.accounts.by_group(period: Period.all)
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assets = result[:assets]
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liabilities = result[:liabilities]
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assert_equal @family.assets, assets.sum
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assert_equal @family.liabilities, liabilities.sum
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depositories = assets.children.find { |group| group.name == "Depository" }
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properties = assets.children.find { |group| group.name == "Property" }
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vehicles = assets.children.find { |group| group.name == "Vehicle" }
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investments = assets.children.find { |group| group.name == "Investment" }
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other_assets = assets.children.find { |group| group.name == "OtherAsset" }
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credits = liabilities.children.find { |group| group.name == "CreditCard" }
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loans = liabilities.children.find { |group| group.name == "Loan" }
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other_liabilities = liabilities.children.find { |group| group.name == "OtherLiability" }
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assert_equal 1, depositories.children.count
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assert_equal 1, properties.children.count
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assert_equal 1, vehicles.children.count
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assert_equal 1, investments.children.count
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assert_equal 1, other_assets.children.count
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assert_equal 1, credits.children.count
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assert_equal 1, loans.children.count
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assert_equal 1, other_liabilities.children.count
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end
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test "generates balance series" do
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assert_equal 2, @account.series.values.count
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end
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test "generates balance series with single value if no balances" do
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@account.balances.delete_all
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assert_equal 1, @account.series.values.count
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end
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test "generates balance series in period" do
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@account.balances.delete_all
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@account.balances.create! date: 31.days.ago.to_date, balance: 5000, currency: "USD" # out of period range
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@account.balances.create! date: 30.days.ago.to_date, balance: 5000, currency: "USD" # in range
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assert_equal 1, @account.series(period: Period.last_30_days).values.count
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end
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test "generates empty series if no balances and no exchange rate" do
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assert_equal 0, @account.series(currency: "NZD").values.count
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end
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test "calculates shares owned of holding for date" do
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account = accounts(:investment)
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security = securities(:aapl)
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assert_equal 10, account.holding_qty(security, date: Date.current)
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assert_equal 10, account.holding_qty(security, date: 1.day.ago.to_date)
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assert_equal 0, account.holding_qty(security, date: 2.days.ago.to_date)
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end
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end
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