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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
75 lines
1.6 KiB
Ruby
75 lines
1.6 KiB
Ruby
require "application_system_test_case"
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class TradesTest < ApplicationSystemTestCase
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include ActiveJob::TestHelper
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setup do
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sign_in @user = users(:family_admin)
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@user.update!(show_sidebar: false, show_ai_sidebar: false)
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@account = accounts(:investment)
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visit_account_portfolio
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# Disable provider to focus on form testing
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Security.stubs(:provider).returns(nil)
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end
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test "can create buy transaction" do
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shares_qty = 25
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open_new_trade_modal
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fill_in "Ticker symbol", with: "AAPL"
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fill_in "Date", with: Date.current
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fill_in "Quantity", with: shares_qty
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fill_in "model[price]", with: 214.23
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click_button "Add transaction"
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visit_trades
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within_trades do
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assert_text "Buy #{shares_qty} shares of AAPL"
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end
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end
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test "can create sell transaction" do
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qty = 10
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aapl = @account.holdings.find { |h| h.security.ticker == "AAPL" }
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open_new_trade_modal
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select "Sell", from: "Type"
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fill_in "Ticker symbol", with: "AAPL"
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fill_in "Date", with: Date.current
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fill_in "Quantity", with: qty
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fill_in "model[price]", with: 215.33
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click_button "Add transaction"
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visit_trades
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within_trades do
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assert_text "Sell #{qty} shares of AAPL"
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end
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end
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private
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def open_new_trade_modal
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click_on "New transaction"
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end
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def within_trades(&block)
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within "#" + dom_id(@account, "entries"), &block
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end
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def visit_trades
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visit account_path(@account, tab: "activity")
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end
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def visit_account_portfolio
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visit account_path(@account, tab: "holdings")
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end
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end
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