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* 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
87 lines
2.5 KiB
Ruby
87 lines
2.5 KiB
Ruby
require "test_helper"
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class Holding::PortfolioCacheTest < ActiveSupport::TestCase
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include EntriesTestHelper, ProviderTestHelper
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setup do
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@provider = mock
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Security.stubs(:provider).returns(@provider)
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@account = families(:empty).accounts.create!(
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name: "Test Brokerage",
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balance: 10000,
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currency: "USD",
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accountable: Investment.new
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)
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@security = Security.create!(name: "Test Security", ticker: "TEST", exchange_operating_mic: "TEST")
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@trade = create_trade(@security, account: @account, qty: 1, date: 2.days.ago.to_date, price: 210.23).trade
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end
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test "gets price from DB if available" do
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db_price = 210
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Security::Price.create!(
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security: @security,
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date: Date.current,
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price: db_price
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)
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expect_provider_prices([], start_date: @account.start_date)
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cache = Holding::PortfolioCache.new(@account)
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assert_equal db_price, cache.get_price(@security.id, Date.current).price
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end
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test "if no price in DB, try fetching from provider" do
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Security::Price.delete_all
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provider_price = Security::Price.new(
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security: @security,
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date: Date.current,
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price: 220,
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currency: "USD"
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)
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expect_provider_prices([ provider_price ], start_date: @account.start_date)
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cache = Holding::PortfolioCache.new(@account)
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assert_equal provider_price.price, cache.get_price(@security.id, Date.current).price
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end
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test "if no price from db or provider, try getting the price from trades" do
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Security::Price.destroy_all
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expect_provider_prices([], start_date: @account.start_date)
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cache = Holding::PortfolioCache.new(@account)
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assert_equal @trade.price, cache.get_price(@security.id, @trade.entry.date).price
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end
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test "if no price from db, provider, or trades, search holdings" do
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Security::Price.delete_all
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Entry.delete_all
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holding = Holding.create!(
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security: @security,
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account: @account,
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date: Date.current,
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qty: 1,
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price: 250,
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amount: 250 * 1,
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currency: "USD"
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)
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expect_provider_prices([], start_date: @account.start_date)
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cache = Holding::PortfolioCache.new(@account, use_holdings: true)
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assert_equal holding.price, cache.get_price(@security.id, holding.date).price
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end
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private
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def expect_provider_prices(prices, start_date:, end_date: Date.current)
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@provider.expects(:fetch_security_prices)
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.with(@security, start_date: start_date, end_date: end_date)
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.returns(provider_success_response(prices))
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end
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end
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