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Code Issues Releases Activity Actions

Multi-Currency Part 2 (#543)

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* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
This commit is contained in:
Zach Gollwitzer 2024-03-21 13:39:10 -04:00 • committed by GitHub
parent de0cba9fed
commit 110855d077
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55 changed files with 1226 additions and 714 deletions
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45
test/models/family_test.rb
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@ -8,6 +8,17 @@ class FamilyTest < ActiveSupport::TestCase
@family.accounts.each do |account|
account.sync
end
# See this Google Sheet for calculations and expected results for dylan_family:
# https://docs.google.com/spreadsheets/d/18LN5N-VLq4b49Mq1fNwF7_eBiHSQB46qQduRtdAEN98/edit?usp=sharing
@expected_snapshots = CSV.read("test/fixtures/family/expected_snapshots.csv", headers: true).map do |row|
{
"date" => (Date.current + row["date_offset"].to_i.days).to_date,
"net_worth" => row["net_worth"],
"assets" => row["assets"],
"liabilities" => row["liabilities"]
}
end
end
test "should have many users" do
@ -38,45 +49,37 @@ class FamilyTest < ActiveSupport::TestCase
end
test "should calculate total assets" do
assert_equal Money.new(25550), @family.assets_money
expected = @expected_snapshots.last["assets"].to_d
assert_equal Money.new(expected), @family.assets
end
test "should calculate total liabilities" do
assert_equal Money.new(1000), @family.liabilities_money
expected = @expected_snapshots.last["liabilities"].to_d
assert_equal Money.new(expected), @family.liabilities
end
test "should calculate net worth" do
assert_equal Money.new(24550), @family.net_worth_money
expected = @expected_snapshots.last["net_worth"].to_d
assert_equal Money.new(expected), @family.net_worth
end
test "should calculate snapshot correctly" do
# See this Google Sheet for calculations and expected results for dylan_family:
# https://docs.google.com/spreadsheets/d/18LN5N-VLq4b49Mq1fNwF7_eBiHSQB46qQduRtdAEN98/edit?usp=sharing
expected_snapshots = CSV.read("test/fixtures/family/expected_snapshots.csv", headers: true).map do |row|
{
"date" => (Date.current + row["date_offset"].to_i.days).to_date,
"net_worth" => row["net_worth"],
"assets" => row["assets"],
"liabilities" => row["liabilities"]
}
end
asset_series = @family.snapshot[:asset_series]
liability_series = @family.snapshot[:liability_series]
net_worth_series = @family.snapshot[:net_worth_series]
assert_equal expected_snapshots.count, asset_series.values.count
assert_equal expected_snapshots.count, liability_series.values.count
assert_equal expected_snapshots.count, net_worth_series.values.count
assert_equal @expected_snapshots.count, asset_series.values.count
assert_equal @expected_snapshots.count, liability_series.values.count
assert_equal @expected_snapshots.count, net_worth_series.values.count
expected_snapshots.each_with_index do |row, index|
@expected_snapshots.each_with_index do |row, index|
expected_assets = TimeSeries::Value.new(date: row["date"], value: Money.new(row["assets"].to_d))
expected_liabilities = TimeSeries::Value.new(date: row["date"], value: Money.new(row["liabilities"].to_d))
expected_net_worth = TimeSeries::Value.new(date: row["date"], value: Money.new(row["net_worth"].to_d))
assert_equal expected_assets, asset_series.values[index]
assert_equal expected_liabilities, liability_series.values[index]
assert_equal expected_net_worth, net_worth_series.values[index]
assert_in_delta expected_assets.value.amount, Money.new(asset_series.values[index].value).amount, 0.01
assert_in_delta expected_liabilities.value.amount, Money.new(liability_series.values[index].value).amount, 0.01
assert_in_delta expected_net_worth.value.amount, Money.new(net_worth_series.values[index].value).amount, 0.01
end
end