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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
39 lines
1.1 KiB
Ruby
39 lines
1.1 KiB
Ruby
module Account::EntriesTestHelper
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def create_transaction(attributes = {})
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entry_attributes = attributes.except(:category, :tags, :merchant)
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transaction_attributes = attributes.slice(:category, :tags, :merchant)
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entry_defaults = {
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account: accounts(:depository),
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name: "Transaction",
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date: Date.current,
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currency: "USD",
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amount: 100,
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entryable: Account::Transaction.new(transaction_attributes)
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}
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Account::Entry.create! entry_defaults.merge(entry_attributes)
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end
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def create_valuation(attributes = {})
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entry_defaults = {
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account: accounts(:depository),
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name: "Valuation",
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date: 1.day.ago.to_date,
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currency: "USD",
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amount: 5000,
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entryable: Account::Valuation.new
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}
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Account::Entry.create! entry_defaults.merge(attributes)
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end
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def create_trade(account:, security:, qty:, price:, date:)
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account.entries.create! \
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date: date,
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amount: qty * price,
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currency: "USD",
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name: "Trade",
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entryable: Account::Trade.new(qty: qty, price: price, security: security)
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end
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end
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