Add Transaction Merchant management (#686)

* Add basid crud for merchant management

* Tweak UI and add localization

* Fix lint

* Add filtering by merchant

* Add tests

* Add stimulus controller to update avatar in merchant form

* Add line between merchant rows

* Change default merchant color

* Cleanup

app/controllers/transactions/categories_controller.rb

@@ -32,6 +32,6 @@ class Transactions::CategoriesController < ApplicationController
   end
 
   def category_params
-    params.require(:transaction_category).permit(:name, :name, :color)
+    params.require(:transaction_category).permit(:name, :color)
   end
 end

app/controllers/transactions/merchants_controller.rb

@@ -1,4 +1,45 @@
 class Transactions::MerchantsController < ApplicationController
+  before_action :set_merchant, only: %i[ edit update destroy ]
+
   def index
+    @merchants = Current.family.transaction_merchants
+  end
+
+  def new
+    @merchant = Transaction::Merchant.new
+  end
+
+  def create
+    if Current.family.transaction_merchants.create(merchant_params)
+      redirect_to transactions_merchants_path, notice: t(".success")
+    else
+      render transactions_merchants_path, status: :unprocessable_entity, notice: t(".error")
+    end
+  end
+
+  def edit
+  end
+
+  def update
+    if @merchant.update(merchant_params)
+      redirect_to transactions_merchants_path, notice: t(".success")
+    else
+      render transactions_merchants_path, status: :unprocessable_entity, notice: t(".error")
+    end
+  end
+
+  def destroy
+    @merchant.destroy!
+    redirect_to transactions_merchants_path, notice: t(".success")
+  end
+
+  private
+
+  def set_merchant
+    @merchant = Current.family.transaction_merchants.find(params[:id])
+  end
+
+  def merchant_params
+    params.require(:transaction_merchant).permit(:name, :color)
   end
 end

app/controllers/transactions_controller.rb

@@ -148,6 +148,6 @@ class TransactionsController < ApplicationController
 
     # Only allow a list of trusted parameters through.
     def transaction_params
-      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id)
+      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id)
     end
 end

app/helpers/application_helper.rb

@@ -22,9 +22,9 @@ module ApplicationHelper
 
   # Wrap view with <%= modal do %> ... <% end %> to have it open in a modal
   # Make sure to add data-turbo-frame="modal" to the link/button that opens the modal
-  def modal(&block)
+  def modal(options = {}, &block)
     content = capture &block
-    render partial: "shared/modal", locals: { content: content }
+    render partial: "shared/modal", locals: { content:, classes: options[:classes] }
   end
 
   def account_groups(period: nil)

app/javascript/controllers/merchant_avatar_controller.js

@@ -0,0 +1,32 @@
+import {Controller} from "@hotwired/stimulus";
+
+// Connects to data-controller="merchant-avatar"
+// Used by the transaction merchant form to show a preview of what the avatar will look like
+export default class extends Controller {
+  static targets = [
+    "name",
+    "color",
+    "avatar"
+  ];
+
+  connect() {
+    this.nameTarget.addEventListener("input", this.handleNameChange);
+    this.colorTarget.addEventListener("input", this.handleColorChange);
+  }
+
+  disconnect() {
+    this.nameTarget.removeEventListener("input", this.handleNameChange);
+    this.colorTarget.removeEventListener("input", this.handleColorChange);
+  }
+
+  handleNameChange = (e) => {
+    this.avatarTarget.textContent = (e.currentTarget.value?.[0] || "?").toUpperCase();
+  }
+
+  handleColorChange = (e) => {
+    const color = e.currentTarget.value;
+    this.avatarTarget.style.backgroundColor = `color-mix(in srgb, ${color} 5%, white)`;
+    this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
+    this.avatarTarget.style.color = color;
+  }
+}

app/models/family.rb

@@ -3,6 +3,7 @@ class Family < ApplicationRecord
   has_many :accounts, dependent: :destroy
   has_many :transactions, through: :accounts
   has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
+  has_many :transaction_merchants, dependent: :destroy, class_name: "Transaction::Merchant"
 
   def snapshot(period = Period.all)
     query = accounts.active.joins(:balances)

app/models/transaction.rb

@@ -3,6 +3,7 @@ class Transaction < ApplicationRecord
 
   belongs_to :account
   belongs_to :category, optional: true
+  belongs_to :merchant, optional: true
 
   validates :name, :date, :amount, :account, presence: true
 
@@ -56,7 +57,7 @@ class Transaction < ApplicationRecord
   end
 
   def self.ransackable_associations(auth_object = nil)
-    %w[category account]
+    %w[category merchant account]
   end
 
   def self.build_filter_list(params, family)
@@ -77,7 +78,11 @@ class Transaction < ApplicationRecord
           value.each do |category_id|
             filters << { type: "category", value: family.transaction_categories.find(category_id), original: { key: key, value: category_id } }
           end
-        when "category_name_or_account_name_or_name_cont"
+        when "merchant_id_in"
+          value.each do |merchant_id|
+            filters << { type: "merchant", value: family.transaction_merchants.find(merchant_id), original: { key: key, value: merchant_id } }
+          end
+        when "category_name_or_merchant_name_or_account_name_or_name_cont"
           filters << { type: "search", value: value, original: { key: key, value: nil } }
         when "date_gteq"
           date_filters[:gteq] = value

app/models/transaction/merchant.rb

@@ -0,0 +1,18 @@
+class Transaction::Merchant < ApplicationRecord
+  has_many :transactions, dependent: :nullify
+  belongs_to :family
+
+  validates :name, :color, :family, presence: true
+
+  scope :alphabetically, -> { order(:name) }
+
+  COLORS = %w[#e99537 #4da568 #6471eb #db5a54 #df4e92 #c44fe9 #eb5429 #61c9ea #805dee #6ad28a]
+
+  def self.ransackable_attributes(auth_object = nil)
+    %w[name id]
+  end
+
+  def self.ransackable_associations(auth_object = nil)
+    %w[]
+  end
+end

app/views/shared/_modal.html.erb

@@ -1,6 +1,6 @@
-<%# locals: (content:) -%>
+<%# locals: (content:, classes:) -%>
 <%= turbo_frame_tag "modal" do %>
-  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[648px] max-w-[580px] w-full shadow-xs h-fit" data-controller="modal" data-action="click->modal#clickOutside">
+  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[648px] max-w-[580px] w-full shadow-xs h-fit <%= classes %>" data-controller="modal" data-action="click->modal#clickOutside">
     <div class="flex flex-col">
       <%= content %>
     </div>

app/views/transactions/_filter.html.erb

@@ -11,6 +11,11 @@
       <div class="w-2 h-4 text-xs flex items-center justify-center rounded-full" style="background-color: <%= filter[:value].color %>"></div>
       <p><%= filter[:value].name %></p>
     </div>
+  <% when "merchant" %>
+    <div class="flex items-center gap-2">
+      <div class="w-2 h-4 text-xs flex items-center justify-center rounded-full" style="background-color: <%= filter[:value].color %>"></div>
+      <p><%= filter[:value].name %></p>
+    </div>
   <% when "search" %>
     <div class="flex items-center gap-2">
       <%= lucide_icon "text", class: "w-5 h-5 text-gray-500" %>

app/views/transactions/merchants/_avatar.html.erb

@@ -0,0 +1,7 @@
+<%# locals: (merchant:) %>
+<% name = merchant.name || "?" %>
+<% background_color = "color-mix(in srgb, #{merchant.color} 5%, white)" %>
+<% border_color = "color-mix(in srgb, #{merchant.color} 10%, white)" %>
+<span data-merchant-avatar-target="avatar" class="w-8 h-8 flex items-center justify-center rounded-full" style="background-color: <%= background_color %>; border-color: <%= border_color %>; color: <%= merchant.color %>">
+  <%= name[0].upcase %>
+</span>

app/views/transactions/merchants/_form.html.erb

@@ -0,0 +1,27 @@
+<% is_editing = @merchant.id.present? %>
+<div data-controller="merchant-avatar">
+  <%= form_with model: @merchant, url: is_editing ? transactions_merchant_path(@merchant) : transactions_merchants_path, method: is_editing ? :patch : :post, scope: :transaction_merchant, data: { turbo: false } do |f| %>
+    <section class="space-y-4">
+      <div class="w-fit m-auto">
+        <%= render partial: "transactions/merchants/avatar", locals: { merchant: } %>
+      </div>
+      <div data-controller="select" data-select-active-class="bg-gray-200" data-select-selected-value="<%= @merchant&.color || Transaction::Merchant::COLORS[0] %>">
+        <%= f.hidden_field :color, data: { select_target: "input", merchant_avatar_target: "color" } %>
+        <ul data-select-target="list" class="flex gap-2 items-center">
+          <% Transaction::Merchant::COLORS.each do |color| %>
+            <li tabindex="0" data-select-target="option" data-action="click->select#selectOption" data-value="<%= color %>" class="flex shrink-0 justify-center items-center w-6 h-6 cursor-pointer hover:bg-gray-200 rounded-full">
+              <div style="background-color: <%= color %>" class="shrink-0 w-4 h-4 rounded-full"></div>
+            </li>
+          <% end %>
+        </ul>
+      </div>
+      <div class="relative flex items-center border border-gray-200 rounded-lg">
+        <%= f.text_field :name, placeholder: t(".name_placeholder"), class: "text-sm font-normal placeholder:text-gray-500 h-10 relative pl-3 w-full border-none rounded-lg", required: true, data: { merchant_avatar_target: "name" } %>
+      </div>
+    </section>
+
+    <section>
+      <%= f.submit(is_editing ? t(".submit_edit") : t(".submit_create")) %>
+    </section>
+  <% end %>
+</div>

app/views/transactions/merchants/_list.html.erb

@@ -0,0 +1,41 @@
+<%# locals: (merchants:) %>
+<% merchants.each.with_index do |merchant, index| %>
+  <div class="flex justify-between items-center p-4 bg-white">
+    <div class="flex w-full items-center gap-2.5">
+      <%= render partial: "transactions/merchants/avatar", locals: { merchant: } %>
+      <p class="text-gray-900 text-sm truncate">
+        <%= merchant.name %>
+      </p>
+    </div>
+    <div class="relative cursor-pointer" data-controller="menu">
+      <button data-menu-target="button" class="flex hover:bg-gray-100 p-2 rounded">
+        <%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
+      </button>
+      <div data-menu-target="content" class="absolute z-10 top-10 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs w-48 hidden">
+        <div class="border-t border-b border-alpha-black-100 p-1">
+          <%= button_to edit_transactions_merchant_path(merchant),
+                        method: :get,
+                        class: "flex w-full gap-1 items-center text-sm hover:bg-gray-50 rounded-lg px-3 py-2",
+                        data: { turbo_frame: "modal" } do %>
+            <%= lucide_icon("pencil-line", class: "w-5 h-5 mr-2") %> <%= t(".edit") %>
+          <% end %>
+          <%= button_to transactions_merchant_path(merchant),
+                        method: :delete,
+                        class: "flex w-full gap-1 items-center text-sm text-red-600 hover:text-red-800 hover:bg-gray-50 rounded-lg px-3 py-2",
+                        data: {
+                          turbo_confirm: {
+                            title: t(".confirm_title"),
+                            body: t(".confirm_body"),
+                            accept: t(".confirm_accept")
+                          }
+                        } do %>
+            <%= lucide_icon("trash-2", class: "w-5 h-5 mr-1") %> <%= t(".delete") %>
+          <% end %>
+        </div>
+      </div>
+    </div>
+  </div>
+  <% unless index == merchants.size - 1 %>
+    <div class="h-px bg-alpha-black-50 ml-14 mr-6"></div>
+  <% end %>
+<% end %>

app/views/transactions/merchants/edit.html.erb

@@ -0,0 +1,10 @@
+<%= modal classes: "max-w-fit" do %>
+  <article class="mx-auto w-full p-4 space-y-4">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".title") %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", merchant: @merchant %>
+  </article>
+<% end %>

app/views/transactions/merchants/index.html.erb

@@ -2,11 +2,34 @@
   <%= render "settings/nav" %>
 <% end %>
 <div class="space-y-4">
-  <h1 class="text-gray-900 text-xl font-medium mb-4">Merchants</h1>
+  <div class="flex items-center justify-between">
+    <h1 class="text-xl font-medium text-gray-900"><%= t(".title") %></h1>
+    <%= link_to new_transactions_merchant_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2", data: { turbo_frame: "modal" } do %>
+      <%= lucide_icon("plus", class: "w-5 h-5") %>
+      <span><%= t(".new_short") %></span>
+    <% end %>
+  </div>
   <div class="bg-white shadow-xs border border-alpha-black-25 rounded-xl p-4">
-    <div class="flex justify-center items-center py-20">
+    <% if @merchants.empty? %>
-      <p class="text-gray-500">Manage transaction merchants coming soon...</p>
+      <div class="flex justify-center items-center py-20">
-    </div>
+        <div class="text-center flex flex-col items-center max-w-[300px]">
+          <p class="text-gray-900 mb-1 font-medium text-sm"><%= t(".empty") %></p>
+          <%= link_to new_transactions_merchant_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2", data: { turbo_frame: "modal" } do %>
+            <%= lucide_icon("plus", class: "w-5 h-5") %>
+            <span><%= t(".new_long") %></span>
+          <% end %>
+        </div>
+      </div>
+    <% else %>
+      <div class="bg-gray-25 p-1 rounded-xl">
+        <div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
+          <p><%= t(".title") %></p>
+          <span class="text-gray-400 mx-2">&middot;</span>
+          <p><%= @merchants.count %></p>
+        </div>
+        <%= render partial: "transactions/merchants/list", locals: { merchants: @merchants } %>
+      </div>
+    <% end %>
   </div>
   <div class="flex justify-between gap-4">
     <%= previous_setting("Categories", transactions_categories_path) %>

app/views/transactions/merchants/new.html.erb

@@ -0,0 +1,10 @@
+<%= modal classes: "max-w-fit" do %>
+  <article class="mx-auto w-full p-4 space-y-4">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".title") %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", merchant: @merchant %>
+  </article>
+<% end %>

app/views/transactions/search_form/_merchant_filter.html.erb

@@ -1,4 +1,15 @@
 <%# locals: (form:) %>
-<div class="py-12 flex items-center justify-center">
+<div data-controller="list-filter">
-  <p class="text-gray-500 text-sm">Filter by merchant coming soon...</p>
+  <div class="relative">
+    <input type="search" autocomplete="off" placeholder="Filter merchants" data-list-filter-target="input" data-action="input->list-filter#filter" class="block w-full border border-gray-200 rounded-md py-2 pl-10 pr-3 focus:border-indigo-500 focus:ring-indigo-500 sm:text-sm">
+    <%= lucide_icon("search", class: "w-5 h-5 text-gray-500 absolute inset-y-0 left-2 top-1/2 transform -translate-y-1/2") %>
+  </div>
+  <div class="my-2" id="list" data-list-filter-target="list">
+    <% Current.family.transaction_merchants.each do |merchant| %>
+      <div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= merchant.name %>">
+        <%= form.check_box :merchant_id_in, { multiple: true, class: "rounded-sm border-gray-300 text-indigo-600 shadow-xs focus:border-indigo-300 focus:ring focus:ring-indigo-200 focus:ring-opacity-50" }, merchant.id, nil %>
+        <%= form.label :merchant_id_in, merchant.name, value: merchant.id, class: "text-sm text-gray-900" %>
+      </div>
+    <% end %>
+  </div>
 </div>

app/views/transactions/search_form/_search_filter.html.erb

@@ -1,7 +1,7 @@
 <%# locals: (form:) %>
 <div class="relative flex items-center bg-white border border-gray-200 rounded-lg">
-  <%= form.search_field :category_name_or_account_name_or_name_cont,
+  <%= form.search_field :category_name_or_merchant_name_or_account_name_or_name_cont,
-                                  placeholder: "Search transaction by name, category or amount",
+                                  placeholder: "Search transaction by name, merchant, category or amount",
                                   class: "placeholder:text-sm placeholder:text-gray-500 relative pl-10 w-full border-none rounded-lg",
                                   "data-auto-submit-form-target": "auto" %>
   <%= lucide_icon("search", class: "w-5 h-5 text-gray-500 ml-2 absolute inset-0 transform top-1/2 -translate-y-1/2") %>

config/locales/views/transaction/en.yml

@@ -27,5 +27,34 @@ en:
       income: Income
       submit: Add transaction
       transfer: Transfer
+    merchants:
+      create:
+        error: Error creating merchant
+        success: New merchant created successfully
+      destroy:
+        success: Merchant deleted successfully
+      edit:
+        title: Edit merchant
+      form:
+        name_placeholder: Merchant name
+        submit_create: Add merchant
+        submit_edit: Update
+      index:
+        empty: No merchants yet
+        new_long: New merchant
+        new_short: New
+        title: Merchants
+      list:
+        confirm_accept: Delete merchant
+        confirm_body: Are you sure you want to delete this merchant? Removing this
+          merchant will unlink all associated transactions and may effect your reporting.
+        confirm_title: Delete merchant?
+        delete: Delete merchant
+        edit: Edit merchant
+      new:
+        title: New merchant
+      update:
+        error: Error updating merchant
+        success: Merchant updated successfully
     update:
       success: Transaction updated successfully

config/routes.rb

@@ -25,7 +25,7 @@ Rails.application.routes.draw do
     # TODO: These are *placeholders*
     # Uncomment `only` and add the necessary actions as they are implemented.
     resources :rules, only: [ :index ]
-    resources :merchants, only: [ :index ]
+    resources :merchants, only: %i[index new create edit update destroy]
   end
 
   resources :transactions do

db/migrate/20240426191312_add_transaction_merchants.rb

@@ -0,0 +1,13 @@
+class AddTransactionMerchants < ActiveRecord::Migration[7.2]
+  def change
+    create_table :transaction_merchants, id: :uuid do |t|
+      t.string "name", null: false
+      t.string "color", default: "#e99537", null: false
+      t.references :family, null: false, foreign_key: true, type: :uuid
+
+      t.timestamps
+    end
+
+    add_reference :transactions, :merchant, foreign_key: { to_table: :transaction_merchants }, type: :uuid
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_04_25_000110) do
+ActiveRecord::Schema[7.2].define(version: 2024_04_26_191312) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -219,6 +219,15 @@ ActiveRecord::Schema[7.2].define(version: 2024_04_25_000110) do
     t.index ["family_id"], name: "index_transaction_categories_on_family_id"
   end
 
+  create_table "transaction_merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "name", null: false
+    t.string "color", default: "#e99537", null: false
+    t.uuid "family_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["family_id"], name: "index_transaction_merchants_on_family_id"
+  end
+
   create_table "transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.string "name"
     t.date "date", null: false
@@ -230,8 +239,10 @@ ActiveRecord::Schema[7.2].define(version: 2024_04_25_000110) do
     t.uuid "category_id"
     t.boolean "excluded", default: false
     t.text "notes"
+    t.uuid "merchant_id"
     t.index ["account_id"], name: "index_transactions_on_account_id"
     t.index ["category_id"], name: "index_transactions_on_category_id"
+    t.index ["merchant_id"], name: "index_transactions_on_merchant_id"
   end
 
   create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -264,8 +275,10 @@ ActiveRecord::Schema[7.2].define(version: 2024_04_25_000110) do
   add_foreign_key "account_balances", "accounts", on_delete: :cascade
   add_foreign_key "accounts", "families"
   add_foreign_key "transaction_categories", "families"
+  add_foreign_key "transaction_merchants", "families"
   add_foreign_key "transactions", "accounts", on_delete: :cascade
   add_foreign_key "transactions", "transaction_categories", column: "category_id", on_delete: :nullify
+  add_foreign_key "transactions", "transaction_merchants", column: "merchant_id"
   add_foreign_key "users", "families"
   add_foreign_key "valuations", "accounts", on_delete: :cascade
 end

test/controllers/transactions/merchants_controller_test.rb

@@ -0,0 +1,39 @@
+require "test_helper"
+
+class Transactions::MerchantsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @merchant = transaction_merchants(:netflix)
+  end
+
+  test "index" do
+    get transactions_merchants_path
+    assert_response :success
+  end
+
+  test "new" do
+    get new_transactions_merchant_path
+    assert_response :success
+  end
+
+  test "should create merchant" do
+    assert_difference("Transaction::Merchant.count") do
+      post transactions_merchants_url, params: { transaction_merchant: { name: "new merchant", color: "#000000" } }
+    end
+
+    assert_redirected_to transactions_merchants_path
+  end
+
+  test "should update merchant" do
+    patch transactions_merchant_url(@merchant), params: { transaction_merchant: { name: "new name", color: "#000000" } }
+    assert_redirected_to transactions_merchants_path
+  end
+
+  test "should destroy merchant" do
+    assert_difference("Transaction::Merchant.count", -1) do
+      delete transactions_merchant_url(@merchant)
+    end
+
+    assert_redirected_to transactions_merchants_path
+  end
+end

test/controllers/valuations_controller_test.rb

@@ -16,6 +16,8 @@ class ValuationsControllerTest < ActionDispatch::IntegrationTest
     assert_difference("Valuation.count") do
       post account_valuations_url(@account), params: { valuation: { value: 1, date: Date.current, type: "Appraisal" } }
     end
+
+    assert_redirected_to account_path(@valuation.account)
   end
 
   test "create should sync account with correct start date" do

test/fixtures/transaction/merchants.yml

@@ -0,0 +1,9 @@
+netflix:
+  name: Netflix
+  color: "#fd7f6f"
+  family: dylan_family
+
+amazon:
+  name: Amazon
+  color: "#fd7f6f"
+  family: dylan_family

test/fixtures/transactions.yml

@@ -21,6 +21,7 @@ checking_three:
   amount: 20
   account: checking
   currency: USD
+  merchant: amazon
 
 checking_four:
   name: Paycheck
@@ -36,6 +37,7 @@ checking_five:
   amount: 15
   account: checking
   currency: USD
+  merchant: netflix
 
 # Savings account that has these transactions and valuation overrides
 savings_one:
@@ -92,6 +94,7 @@ credit_card_three:
   amount: 20
   account: credit_card
   currency: USD
+  merchant: amazon
 
 credit_card_four:
   name: CC Payment

test/models/family_test.rb

@@ -51,6 +51,12 @@ class FamilyTest < ActiveSupport::TestCase
     end
   end
 
+  test "should destroy dependent merchants" do
+    assert_difference("Transaction::Merchant.count", -@family.transaction_merchants.count) do
+      @family.destroy
+    end
+  end
+
   test "should calculate total assets" do
     expected = @expected_snapshots.last["assets"].to_d
     assert_equal Money.new(expected), @family.assets