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Multi-currency part 1 (#542)

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* Add family snapshots table

* Add snapshot method, clean up family expected results

* Remove old sync trigger
This commit is contained in:
Zach Gollwitzer 2024-03-11 16:32:13 -04:00 • committed by GitHub
parent 1cdf5ea6a7
commit c60ddaec1d
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9 changed files with 169 additions and 141 deletions
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76
test/models/family_test.rb
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@ -1,4 +1,5 @@
require "test_helper"
require "csv"
class FamilyTest < ActiveSupport::TestCase
def setup
@ -48,6 +49,45 @@ class FamilyTest < ActiveSupport::TestCase
assert_equal BigDecimal("24550"), @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.data.count
assert_equal expected_snapshots.count, liability_series.data.count
assert_equal expected_snapshots.count, net_worth_series.data.count
expected_snapshots.each_with_index do |row, index|
expected = {
date: row["date"],
assets: row["assets"].to_d,
liabilities: row["liabilities"].to_d,
net_worth: row["net_worth"].to_d
}
actual = {
date: asset_series.data[index][:date],
assets: asset_series.data[index][:value].amount,
liabilities: liability_series.data[index][:value].amount,
net_worth: net_worth_series.data[index][:value].amount
}
assert_equal expected, actual
end
end
test "should exclude disabled accounts from calculations" do
assets_before = @family.assets
liabilities_before = @family.liabilities
@ -64,42 +104,6 @@ class FamilyTest < ActiveSupport::TestCase
assert_equal net_worth_before - disabled_checking.balance + disabled_cc.balance, @family.net_worth
end
test "calculates asset series" do
# Sum of expected balances for all asset accounts in balance_calculator_test.rb
expected_balances = [
25650, 26135, 26135, 26135, 26135, 25385, 25385, 25385, 26460, 26460,
26460, 26460, 24460, 24460, 24460, 24440, 24440, 24440, 25210, 25210,
25210, 25210, 25210, 25210, 25210, 25400, 25250, 26050, 26050, 26050,
25550
].map(&:to_d)
assert_equal expected_balances, @family.asset_series.data.map { |b| b[:value].amount }
end
test "calculates liability series" do
# Sum of expected balances for all liability accounts in balance_calculator_test.rb
expected_balances = [
1040, 940, 940, 940, 940, 940, 940, 940, 940, 940,
940, 940, 940, 940, 940, 960, 960, 960, 990, 990,
990, 990, 990, 990, 990, 1000, 1000, 1000, 1000, 1000,
1000
].map(&:to_d)
assert_equal expected_balances, @family.liability_series.data.map { |b| b[:value].amount }
end
test "calculates net worth" do
# Net difference between asset and liability series above
expected_balances = [
24610, 25195, 25195, 25195, 25195, 24445, 24445, 24445, 25520, 25520,
25520, 25520, 23520, 23520, 23520, 23480, 23480, 23480, 24220, 24220,
24220, 24220, 24220, 24220, 24220, 24400, 24250, 25050, 25050, 25050,
24550
].map(&:to_d)
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,