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