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* Basic plaid data model and linking * Remove institutions, add plaid items * Improve schema and Plaid provider * Add webhook verification sketch * Webhook verification * Item accounts and balances sync setup * Provide test encryption keys * Fix test * Only provide encryption keys in prod * Try defining keys in test env * Consolidate account sync logic * Add back plaid account initialization * Plaid transaction sync * Sync UI overhaul for Plaid * Add liability and investment syncing * Handle investment webhooks and process current day holdings * Remove logs * Remove "all" period select for performance * fix amount calc * Remove todo comment * Coming soon for investment historical data * Document Plaid configuration * Listen for holding updates
138 lines
3.9 KiB
Ruby
138 lines
3.9 KiB
Ruby
require "test_helper"
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class Account::TradesControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@entry = account_entries :trade
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end
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test "should get index" do
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get account_trades_url(@entry.account)
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assert_response :success
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end
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test "should get new" do
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get new_account_trade_url(@entry.account)
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assert_response :success
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end
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test "creates deposit entry" do
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from_account = accounts(:depository) # Account the deposit is coming from
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assert_difference -> { Account::Entry.count } => 2,
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-> { Account::Transaction.count } => 2,
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-> { Account::Transfer.count } => 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "transfer_in",
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date: Date.current,
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amount: 10,
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transfer_account_id: from_account.id
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}
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}
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end
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assert_redirected_to @entry.account
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end
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test "creates withdrawal entry" do
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to_account = accounts(:depository) # Account the withdrawal is going to
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assert_difference -> { Account::Entry.count } => 2,
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-> { Account::Transaction.count } => 2,
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-> { Account::Transfer.count } => 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "transfer_out",
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date: Date.current,
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amount: 10,
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transfer_account_id: to_account.id
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}
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}
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end
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assert_redirected_to @entry.account
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end
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test "deposit and withdrawal has optional transfer account" do
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assert_difference -> { Account::Entry.count } => 1,
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-> { Account::Transaction.count } => 1,
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-> { Account::Transfer.count } => 0 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "transfer_out",
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date: Date.current,
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amount: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.positive?
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assert created_entry.marked_as_transfer
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assert_redirected_to @entry.account
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end
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test "creates interest entry" do
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assert_difference [ "Account::Entry.count", "Account::Transaction.count" ], 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "interest",
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date: Date.current,
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amount: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.negative?
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assert_redirected_to @entry.account
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end
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test "creates trade buy entry" do
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assert_difference [ "Account::Entry.count", "Account::Trade.count", "Security.count" ], 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "buy",
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date: Date.current,
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ticker: "NVDA (NASDAQ)",
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qty: 10,
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price: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.positive?
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assert created_entry.account_trade.qty.positive?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: SyncJob
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assert_redirected_to @entry.account
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end
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test "creates trade sell entry" do
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assert_difference [ "Account::Entry.count", "Account::Trade.count" ], 1 do
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post account_trades_url(@entry.account), params: {
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account_entry: {
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type: "sell",
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ticker: "AAPL (NYSE)",
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date: Date.current,
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currency: "USD",
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qty: 10,
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price: 10
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}
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}
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end
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created_entry = Account::Entry.order(created_at: :desc).first
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assert created_entry.amount.negative?
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assert created_entry.account_trade.qty.negative?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: SyncJob
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assert_redirected_to @entry.account
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end
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end
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