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Maybe/test/models/trade_import_test.rb
Zach Gollwitzer c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports (#1947)
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
2025-04-18 10:48:10 -04:00

73 lines
2.1 KiB
Ruby

require "test_helper"
require "ostruct"
class TradeImportTest < ActiveSupport::TestCase
include ActiveJob::TestHelper, ImportInterfaceTest
setup do
@subject = @import = imports(:trade)
@provider = mock
Security.stubs(:provider).returns(@provider)
end
test "imports trades and accounts" do
# Create an existing AAPL security with no exchange_operating_mic
aapl = Security.create!(ticker: "AAPL", exchange_operating_mic: nil)
# We should only hit the provider for GOOGL since AAPL already exists
Security.expects(:search_provider).with(
"GOOGL",
exchange_operating_mic: "XNAS"
).returns([
Security.new(
ticker: "GOOGL",
name: "Google Inc.",
country_code: "US",
exchange_mic: "XNGS",
exchange_operating_mic: "XNAS",
exchange_acronym: "NGS"
)
]).once
import = <<~CSV
date,ticker,qty,price,currency,account,name,exchange_operating_mic
01/01/2024,AAPL,10,150.00,USD,TestAccount1,Apple Purchase,
01/02/2024,GOOGL,5,2500.00,USD,TestAccount1,Google Purchase,XNAS
CSV
@import.update!(
account: accounts(:depository),
raw_file_str: import,
date_col_label: "date",
ticker_col_label: "ticker",
qty_col_label: "qty",
price_col_label: "price",
exchange_operating_mic_col_label: "exchange_operating_mic",
date_format: "%m/%d/%Y",
signage_convention: "inflows_positive"
)
@import.generate_rows_from_csv
@import.mappings.create! key: "TestAccount1", create_when_empty: true, type: "Import::AccountMapping"
@import.reload
assert_difference -> { Entry.count } => 2,
-> { Trade.count } => 2,
-> { Security.count } => 1,
-> { Account.count } => 1 do
@import.publish
end
assert_equal "complete", @import.status
# Verify the securities were created/updated correctly
aapl.reload
assert_nil aapl.exchange_operating_mic
googl = Security.find_by(ticker: "GOOGL")
assert_equal "XNAS", googl.exchange_operating_mic
assert_equal "XNGS", googl.exchange_mic
end
end