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https://github.com/maybe-finance/maybe.git
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1aae00f586
* add kind to transaction model * Basic transfer creator * Fix method naming conflict * Creator form pattern * Remove stale methods * Tweak migration * Remove BaseQuery, write entire query in each class for clarity * Query optimizations * Remove unused exchange rate query lines * Remove temporary cache-warming strategy * Fix test * Update transaction search * Decouple transactions endpoint from IncomeStatement * Clean up transactions controller * Update cursor rules * Cleanup comments, logic in search * Fix totals logic on transactions view * Fix pagination * Optimize search totals query * Default to last 30 days on transactions page if no filters * Decouple transactions list from transfer details * Revert transfer route * Migration reset * Bundle update * Fix matching logic, tests * Remove unused code
47 lines
1.2 KiB
Ruby
47 lines
1.2 KiB
Ruby
module EntriesTestHelper
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def create_transaction(attributes = {})
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entry_attributes = attributes.except(:category, :tags, :merchant, :kind)
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transaction_attributes = attributes.slice(:category, :tags, :merchant, :kind)
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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: Transaction.new(transaction_attributes)
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}
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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: Valuation.new
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}
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Entry.create! entry_defaults.merge(attributes)
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end
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def create_trade(security, account:, qty:, date:, price: nil, currency: "USD")
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trade_price = price || Security::Price.find_by!(security: security, date: date).price
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trade = Trade.new \
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qty: qty,
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security: security,
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price: trade_price,
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currency: currency
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account.entries.create! \
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name: "Trade",
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date: date,
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amount: qty * trade_price,
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currency: currency,
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entryable: trade
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end
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end
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