def test_create_portfolio(self):
portfolio = f"pf-{str(uuid.uuid4())}"
up.main(
parse=lambda: up.parse(args=[
self.test_scope,
portfolio,
"-c",
portfolio,
"GBP",
"2018-01-01",
"--secrets",
f"{self.secrets_file}",
]),
display_df=self.display_df,
)
def test_upload_multiple_transaction(self):
if not self.target_portfolios_exist():
self.skipTest("missing target portfolios")
# Load JLH2 and JLH3 Transactions from second sheet from example Excel file
up.process_args(
self.api,
up.parse(args=[
"JLH",
"col:portfolio-code", # col: prefix indicates code is in the sheet
"-t",
f"{self.test_data_path.joinpath('examples').joinpath('transactions-examples.xlsx:Multiple')}",
]),
).match(
lambda left: self.fail(lpt.display_error(left)),
lambda right: self.assertEqual(right, "Done!"),
)
def test_upload_transactions(self):
if not self.target_portfolios_exist():
self.skipTest("missing target portfolios")
# Load JLH1 Transactions from first sheet from example Excel file
up.process_args(
self.api,
up.parse(args=[
"JLH",
"JLH1",
"-t",
f"{self.test_data_path.joinpath('examples').joinpath('transactions-examples.xlsx')}",
]),
).match(
lambda left: self.fail(lpt.display_error(left)),
lambda right: self.assertEqual(right, "Done!"),
)
def test_upload_holding(self):
if not self.target_portfolios_exist():
self.skipTest("missing target portfolios")
up.process_args(
self.api,
up.parse(args=[
"JLH",
"JLH1",
"-p",
f"{self.test_data_path.joinpath('examples').joinpath('holdings-examples.xlsx')}",
"2019-01-01",
]),
).match(
lambda left: self.fail(lpt.display_error(left)),
lambda right: self.assertEqual(right, "Done!"),
)