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Dashboard View and Calculations (#521)
* Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging
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37 changed files with 594 additions and 74 deletions
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@ -3,14 +3,12 @@ require "test_helper"
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class Account::SyncableTest < ActiveSupport::TestCase
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test "account has no balances until synced" do
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account = accounts(:savings_with_valuation_overrides)
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account.accountable = account_depositories(:savings)
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assert_equal 0, account.balances.count
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end
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test "account has balances after syncing" do
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account = accounts(:savings_with_valuation_overrides)
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account.accountable = account_depositories(:savings)
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account.sync
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assert_equal 31, account.balances.count
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@ -18,7 +16,6 @@ class Account::SyncableTest < ActiveSupport::TestCase
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test "stale balances are purged after syncing" do
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account = accounts(:savings_with_valuation_overrides)
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account.accountable = account_depositories(:savings)
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# Create old, stale balances that should be purged (since they are before account start date)
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account.balances.create!(date: 1.year.ago, balance: 1000)
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