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moneygo/internal/handlers/ofx_test.go

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package handlers_test
import (
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
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"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
)
func importOFX(client *http.Client, accountid int64, filename string) error {
return uploadFile(client, filename, "/v1/accounts/"+strconv.FormatInt(accountid, 10)+"/imports/ofxfile")
}
func TestImportOFXChecking(t *testing.T) {
RunWith(t, &data[0], func(t *testing.T, d *TestData) {
// Ensure there's only one USD currency
oldDefault, err := getSecurity(d.clients[0], d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error fetching default security: %s\n", err)
}
d.users[0].DefaultCurrency = d.securities[0].SecurityId
if _, err := updateUser(d.clients[0], &d.users[0]); err != nil {
t.Fatalf("Error updating user: %s\n", err)
}
if err := deleteSecurity(d.clients[0], oldDefault); err != nil {
t.Fatalf("Error removing default security: %s\n", err)
}
// Import and ensure it didn't return a nasty error code
if err = importOFX(d.clients[0], d.accounts[1].AccountId, "handlers_testdata/checking_20171126.ofx"); err != nil {
t.Fatalf("Error importing OFX: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], &d.accounts[1], "2493.19")
if err = importOFX(d.clients[0], d.accounts[1].AccountId, "handlers_testdata/checking_20171129.ofx"); err != nil {
t.Fatalf("Error importing OFX: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], &d.accounts[1], "5336.27")
})
}
func TestImportOFXCreditCard(t *testing.T) {
RunWith(t, &data[0], func(t *testing.T, d *TestData) {
// Ensure there's only one USD currency
oldDefault, err := getSecurity(d.clients[0], d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error fetching default security: %s\n", err)
}
d.users[0].DefaultCurrency = d.securities[0].SecurityId
if _, err := updateUser(d.clients[0], &d.users[0]); err != nil {
t.Fatalf("Error updating user: %s\n", err)
}
if err := deleteSecurity(d.clients[0], oldDefault); err != nil {
t.Fatalf("Error removing default security: %s\n", err)
}
// Import and ensure it didn't return a nasty error code
if err = importOFX(d.clients[0], d.accounts[7].AccountId, "handlers_testdata/creditcard.ofx"); err != nil {
t.Fatalf("Error importing OFX: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], &d.accounts[7], "-4.49")
})
}
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func findSecurity(client *http.Client, symbol string, tipe models.SecurityType) (*models.Security, error) {
securities, err := getSecurities(client)
if err != nil {
return nil, err
}
for _, security := range *securities.Securities {
if security.Symbol == symbol && security.Type == tipe {
return security, nil
}
}
return nil, fmt.Errorf("Unable to find security: \"%s\"", symbol)
}
func findAccount(client *http.Client, name string, tipe handlers.AccountType, securityid int64) (*handlers.Account, error) {
accounts, err := getAccounts(client)
if err != nil {
return nil, err
}
for _, account := range *accounts.Accounts {
if account.Name == name && account.Type == tipe && account.SecurityId == securityid {
return &account, nil
}
}
return nil, fmt.Errorf("Unable to find account: \"%s\"", name)
}
func TestImportOFX401kMutualFunds(t *testing.T) {
RunWith(t, &data[0], func(t *testing.T, d *TestData) {
// Ensure there's only one USD currency
oldDefault, err := getSecurity(d.clients[0], d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error fetching default security: %s\n", err)
}
d.users[0].DefaultCurrency = d.securities[0].SecurityId
if _, err := updateUser(d.clients[0], &d.users[0]); err != nil {
t.Fatalf("Error updating user: %s\n", err)
}
if err := deleteSecurity(d.clients[0], oldDefault); err != nil {
t.Fatalf("Error removing default security: %s\n", err)
}
account := &handlers.Account{
SecurityId: d.securities[0].SecurityId,
UserId: d.users[0].UserId,
ParentAccountId: -1,
Type: handlers.Investment,
Name: "401k",
}
account, err = createAccount(d.clients[0], account)
if err != nil {
t.Fatalf("Error creating 401k account: %s\n", err)
}
// Import and ensure it didn't return a nasty error code
if err = importOFX(d.clients[0], account.AccountId, "handlers_testdata/401k_mutualfunds.ofx"); err != nil {
t.Fatalf("Error importing OFX: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], account, "-192.10")
// Make sure the security was created and that the trading account has
// the right value
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security, err := findSecurity(d.clients[0], "VANGUARD TARGET 2045", models.Stock)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 security: %s\n", err)
}
tradingaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", handlers.Trading, security.SecurityId)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], tradingaccount, "-3.35400")
// Ensure actual holding account was created and in the correct place
investmentaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", handlers.Investment, security.SecurityId)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 investment account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], investmentaccount, "3.35400")
if investmentaccount.ParentAccountId != account.AccountId {
t.Errorf("Expected imported security account to be child of investment account it's imported into\n")
}
})
}
func TestImportOFXBrokerage(t *testing.T) {
RunWith(t, &data[0], func(t *testing.T, d *TestData) {
// Ensure there's only one USD currency
oldDefault, err := getSecurity(d.clients[0], d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error fetching default security: %s\n", err)
}
d.users[0].DefaultCurrency = d.securities[0].SecurityId
if _, err := updateUser(d.clients[0], &d.users[0]); err != nil {
t.Fatalf("Error updating user: %s\n", err)
}
if err := deleteSecurity(d.clients[0], oldDefault); err != nil {
t.Fatalf("Error removing default security: %s\n", err)
}
// Create the brokerage account
account := &handlers.Account{
SecurityId: d.securities[0].SecurityId,
UserId: d.users[0].UserId,
ParentAccountId: -1,
Type: handlers.Investment,
Name: "Personal Brokerage",
}
account, err = createAccount(d.clients[0], account)
if err != nil {
t.Fatalf("Error creating 'Personal Brokerage' account: %s\n", err)
}
// Import and ensure it didn't return a nasty error code
if err = importOFX(d.clients[0], account.AccountId, "handlers_testdata/brokerage.ofx"); err != nil {
t.Fatalf("Error importing OFX: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], account, "387.48")
// Make sure the USD trading account was created and has the right
// value
usdtrading, err := findAccount(d.clients[0], "USD", handlers.Trading, d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error finding USD trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], usdtrading, "619.96")
// Check investment/trading balances for all securities traded
checks := []struct {
Ticker string
Name string
Balance string
TradingBalance string
}{
{"VBMFX", "Vanguard Total Bond Market Index Fund Investor Shares", "37.70000", "-37.70000"},
{"921909768", "VANGUARD TOTAL INTL STOCK INDE", "5.00000", "-5.00000"},
{"ATO", "ATMOS ENERGY CORP", "0.08600", "-0.08600"},
{"VMFXX", "Vanguard Federal Money Market Fund", "-21.57000", "21.57000"},
}
for _, check := range checks {
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security, err := findSecurity(d.clients[0], check.Ticker, models.Stock)
if err != nil {
t.Fatalf("Error finding security: %s\n", err)
}
account, err := findAccount(d.clients[0], check.Name, handlers.Investment, security.SecurityId)
if err != nil {
t.Fatalf("Error finding trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], account, check.Balance)
tradingaccount, err := findAccount(d.clients[0], check.Name, handlers.Trading, security.SecurityId)
if err != nil {
t.Fatalf("Error finding trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], tradingaccount, check.TradingBalance)
}
// TODO check reinvestment/income to make sure they're registered as income?
})
}