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Code Issues Releases Activity Actions

Dashboard View and Calculations (#521)

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* 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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Zach Gollwitzer 2024-03-06 09:56:59 -05:00 • committed by GitHub
parent 680a91d807
commit 6f0e410684
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37 changed files with 594 additions and 74 deletions
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60
test/models/family_test.rb
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@ -5,7 +5,6 @@ class FamilyTest < ActiveSupport::TestCase
@family = families(:dylan_family)
@family.accounts.each do |account|
account.accountable = account.classification == "asset" ? account_other_assets(:one) : account_other_liabilities(:one)
account.sync
end
end
@ -78,4 +77,63 @@ class FamilyTest < ActiveSupport::TestCase
assert_equal expected_balances, @family.net_worth_series.data.map { |b| b[:value].amount }
end
test "calculates balances by type" do
verify_balances_by_type(
period: Period.all,
expected_asset_total: BigDecimal("25550"),
expected_liability_total: BigDecimal("1000"),
expected_asset_groups: {
"Account::OtherAsset" => { end_balance: BigDecimal("550"), start_balance: BigDecimal("400"), allocation: 2.15 },
"Account::Depository" => { end_balance: BigDecimal("25000"), start_balance: BigDecimal("25250"), allocation: 97.85 }
},
expected_liability_groups: {
"Account::Credit" => { end_balance: BigDecimal("1000"), start_balance: BigDecimal("1040"), allocation: 100 }
}
)
end
test "calculates balances by type with a date range filter" do
verify_balances_by_type(
period: Period.new(name: "custom", date_range: 7.days.ago.to_date..2.days.ago.to_date),
expected_asset_total: BigDecimal("26050"),
expected_liability_total: BigDecimal("1000"),
expected_asset_groups: {
"Account::OtherAsset" => { end_balance: BigDecimal("550"), start_balance: BigDecimal("700"), allocation: 2.11 },
"Account::Depository" => { end_balance: BigDecimal("25500"), start_balance: BigDecimal("24510"), allocation: 97.89 }
},
expected_liability_groups: {
"Account::Credit" => { end_balance: BigDecimal("1000"), start_balance: BigDecimal("990"), allocation: 100 }
}
)
end
private
def verify_balances_by_type(period:, expected_asset_total:, expected_liability_total:, expected_asset_groups:, expected_liability_groups:)
result = @family.accounts.by_group(period)
asset_total = result[:asset][:total]
liability_total = result[:liability][:total]
assert_equal expected_asset_total, asset_total
assert_equal expected_liability_total, liability_total
asset_groups = result[:asset][:groups]
liability_groups = result[:liability][:groups]
assert_equal expected_asset_groups.keys, asset_groups.keys
expected_asset_groups.each do |type, expected_values|
assert_equal expected_values[:end_balance], asset_groups[type][:end_balance]
assert_equal expected_values[:start_balance], asset_groups[type][:start_balance]
assert_equal expected_values[:allocation], asset_groups[type][:allocation]
end
assert_equal expected_liability_groups.keys, liability_groups.keys
expected_liability_groups.each do |type, expected_values|
assert_equal expected_values[:end_balance], liability_groups[type][:end_balance]
assert_equal expected_values[:start_balance], liability_groups[type][:start_balance]
assert_equal expected_values[:allocation], liability_groups[type][:allocation]
end
end
end