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Code Issues Releases Activity Actions

Account::Sync model and test fixture simplifications (#968)

Browse source 
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
This commit is contained in:
Zach Gollwitzer 2024-07-10 11:22:59 -04:00 • committed by GitHub
parent de5a2e55b3
commit c6bdf49f10
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60 changed files with 929 additions and 1353 deletions
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11
test/fixtures/account/balances.yml vendored Normal file
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@ -0,0 +1,11 @@
one:
date: <%= 2.days.ago.to_date %>
balance: 4990
currency: USD
account: depository
two:
date: <%= 1.day.ago.to_date %>
balance: 4980
currency: USD
account: depository

334
test/fixtures/account/entries.yml vendored
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@ -1,323 +1,39 @@
# Checking account transactions
checking_one:
valuation:
name: Manual valuation
date: <%= 4.days.ago.to_date %>
amount: 4995
currency: USD
account: depository
entryable_type: Account::Valuation
entryable: one
transaction:
name: Starbucks
date: <%= 5.days.ago.to_date %>
date: <%= 1.day.ago.to_date %>
amount: 10
account: checking
currency: USD
account: depository
entryable_type: Account::Transaction
entryable: checking_one
entryable: one
checking_two:
name: Chipotle
date: <%= 12.days.ago.to_date %>
amount: 30
account: checking
currency: USD
entryable_type: Account::Transaction
entryable: checking_two
checking_three:
name: Amazon
date: <%= 15.days.ago.to_date %>
amount: 20
account: checking
currency: USD
entryable_type: Account::Transaction
entryable: checking_three
checking_four:
name: Paycheck
date: <%= 22.days.ago.to_date %>
amount: -1075
account: checking
currency: USD
entryable_type: Account::Transaction
entryable: checking_four
checking_five:
name: Netflix
date: <%= 29.days.ago.to_date %>
amount: 15
account: checking
currency: USD
entryable_type: Account::Transaction
entryable: checking_five
checking_six_payment:
name: Payment to Credit Card
date: <%= 29.days.ago.to_date %>
transfer_out:
name: Payment to credit card account
date: <%= 3.days.ago.to_date %>
amount: 100
account: checking
currency: USD
entryable_type: Account::Transaction
entryable: checking_six_payment
account: depository
marked_as_transfer: true
transfer: credit_card_payment
checking_seven_transfer:
name: Transfer to Savings
date: <%= 30.days.ago.to_date %>
amount: 250
account: checking
currency: USD
marked_as_transfer: true
transfer: savings_transfer
transfer: one
entryable_type: Account::Transaction
entryable: checking_seven_transfer
entryable: transfer_out
checking_eight_external_payment:
name: Transfer TO external CC account (owned by user but not known to app)
date: <%= 30.days.ago.to_date %>
amount: 800
account: checking
currency: USD
marked_as_transfer: true
entryable_type: Account::Transaction
entryable: checking_eight_external_payment
checking_nine_external_transfer:
name: Transfer FROM external investing account (owned by user but not known to app)
date: <%= 31.days.ago.to_date %>
amount: -200
account: checking
currency: USD
marked_as_transfer: true
entryable_type: Account::Transaction
entryable: checking_nine_external_transfer
savings_one:
name: Interest Received
date: <%= 5.days.ago.to_date %>
amount: -200
account: savings
currency: USD
entryable_type: Account::Transaction
entryable: savings_one
savings_two:
name: Check Deposit
date: <%= 12.days.ago.to_date %>
amount: -50
account: savings
currency: USD
entryable_type: Account::Transaction
entryable: savings_two
savings_three:
name: Withdrawal
date: <%= 18.days.ago.to_date %>
amount: 2000
account: savings
currency: USD
entryable_type: Account::Transaction
entryable: savings_three
savings_four:
name: Check Deposit
date: <%= 29.days.ago.to_date %>
amount: -500
account: savings
currency: USD
entryable_type: Account::Transaction
entryable: savings_four
savings_five_transfer:
name: Received Transfer from Checking Account
date: <%= 31.days.ago.to_date %>
amount: -250
account: savings
currency: USD
marked_as_transfer: true
transfer: savings_transfer
entryable_type: Account::Transaction
entryable: savings_five_transfer
credit_card_one:
name: Starbucks
date: <%= 5.days.ago.to_date %>
amount: 10
account: credit_card
currency: USD
entryable_type: Account::Transaction
entryable: credit_card_one
credit_card_two:
name: Chipotle
date: <%= 12.days.ago.to_date %>
amount: 30
account: credit_card
currency: USD
entryable_type: Account::Transaction
entryable: credit_card_two
credit_card_three:
name: Amazon
date: <%= 15.days.ago.to_date %>
amount: 20
account: credit_card
currency: USD
entryable_type: Account::Transaction
entryable: credit_card_three
credit_card_four_payment:
name: Received CC Payment from Checking Account
date: <%= 31.days.ago.to_date %>
transfer_in:
name: Payment received from checking account
date: <%= 3.days.ago.to_date %>
amount: -100
currency: USD
account: credit_card
currency: USD
marked_as_transfer: true
transfer: credit_card_payment
transfer: one
entryable_type: Account::Transaction
entryable: credit_card_four_payment
eur_checking_one:
name: Check
date: <%= 9.days.ago.to_date %>
amount: -50
currency: EUR
account: eur_checking
entryable_type: Account::Transaction
entryable: eur_checking_one
eur_checking_two:
name: Shopping trip
date: <%= 19.days.ago.to_date %>
amount: 100
currency: EUR
account: eur_checking
entryable_type: Account::Transaction
entryable: eur_checking_two
eur_checking_three:
name: Check
date: <%= 31.days.ago.to_date %>
amount: -200
currency: EUR
account: eur_checking
entryable_type: Account::Transaction
entryable: eur_checking_three
multi_currency_one:
name: Outflow 1
date: <%= 4.days.ago.to_date %>
amount: 800
currency: EUR
account: multi_currency
entryable_type: Account::Transaction
entryable: multi_currency_one
multi_currency_two:
name: Inflow 1
date: <%= 9.days.ago.to_date %>
amount: -50
currency: USD
account: multi_currency
entryable_type: Account::Transaction
entryable: multi_currency_two
multi_currency_three:
name: Outflow 2
date: <%= 19.days.ago.to_date %>
amount: 110.85
currency: EUR
account: multi_currency
entryable_type: Account::Transaction
entryable: multi_currency_three
multi_currency_four:
name: Inflow 2
date: <%= 29.days.ago.to_date %>
amount: -200
currency: USD
account: multi_currency
entryable_type: Account::Transaction
entryable: multi_currency_four
collectable_one_valuation:
amount: 550
date: <%= 4.days.ago.to_date %>
account: collectable
currency: USD
entryable_type: Account::Valuation
entryable: collectable_one
collectable_two_valuation:
amount: 700
date: <%= 12.days.ago.to_date %>
account: collectable
currency: USD
entryable_type: Account::Valuation
entryable: collectable_two
collectable_three_valuation:
amount: 400
date: <%= 31.days.ago.to_date %>
account: collectable
currency: USD
entryable_type: Account::Valuation
entryable: collectable_three
iou_one_valuation:
amount: 200
date: <%= 31.days.ago.to_date %>
account: iou
currency: USD
entryable_type: Account::Valuation
entryable: iou_one
multi_currency_one_valuation:
amount: 10200
date: <%= 31.days.ago.to_date %>
account: multi_currency
currency: USD
entryable_type: Account::Valuation
entryable: multi_currency_one
savings_one_valuation:
amount: 19500
date: <%= 12.days.ago.to_date %>
account: savings
currency: USD
entryable_type: Account::Valuation
entryable: savings_one
savings_two_valuation:
amount: 21000
date: <%= 25.days.ago.to_date %>
account: savings
currency: USD
entryable_type: Account::Valuation
entryable: savings_two
brokerage_one_valuation:
amount: 10000
date: <%= 31.days.ago.to_date %>
account: brokerage
currency: USD
entryable_type: Account::Valuation
entryable: brokerage_one
mortgage_loan_one_valuation:
amount: 500000
date: <%= 31.days.ago.to_date %>
account: mortgage_loan
currency: USD
entryable_type: Account::Valuation
entryable: mortgage_loan_one
house_one_valuation:
amount: 550000
date: <%= 31.days.ago.to_date %>
account: house
currency: USD
entryable_type: Account::Valuation
entryable: house_one
car_one_valuation:
amount: 18000
date: <%= 31.days.ago.to_date %>
account: car
currency: USD
entryable_type: Account::Valuation
entryable: car_one
entryable: transfer_in

13
test/fixtures/account/syncs.yml vendored Normal file
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@ -0,0 +1,13 @@
one:
account: depository
status: failed
start_date: 2024-07-07
last_ran_at: 2024-07-07 09:03:31
error: test sync error
warnings: [ "test warning 1", "test warning 2" ]
two:
account: investment
status: completed
start_date: 2024-07-07
last_ran_at: 2024-07-07 09:03:32

60
test/fixtures/account/transactions.yml vendored
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@ -1,60 +1,6 @@
# Checking account transactions
checking_one:
one:
category: food_and_drink
checking_two:
category: food_and_drink
checking_three:
merchant: amazon
checking_four:
category: income
checking_five:
merchant: netflix
checking_six_payment: { }
checking_seven_transfer: { }
checking_eight_external_payment: { }
checking_nine_external_transfer: { }
# Savings account that has transactions and valuation overrides
savings_one:
category: income
savings_two:
category: income
savings_three: { }
savings_four:
category: income
savings_five_transfer: { }
# Credit card account transactions
credit_card_one:
category: food_and_drink
credit_card_two:
category: food_and_drink
credit_card_three:
merchant: amazon
credit_card_four_payment: { }
# eur_checking transactions
eur_checking_one: { }
eur_checking_two: { }
eur_checking_three: { }
# multi_currency transactions
multi_currency_one: { }
multi_currency_two: { }
multi_currency_three: { }
multi_currency_four: { }
transfer_out: { }
transfer_in: { }

3
test/fixtures/account/transfers.yml vendored
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@ -1,2 +1 @@
credit_card_payment: { }
savings_transfer: { }
one: { }

20
test/fixtures/account/valuations.yml vendored
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@ -1,18 +1,2 @@
collectable_one: { }
collectable_two: { }
collectable_three: { }
iou_one: { }
multi_currency_one: { }
savings_one: { }
savings_two: { }
brokerage_one: { }
mortgage_loan_one: { }
house_one: { }
car_one: { }
one: { }
two: { }

57
test/fixtures/accounts.yml vendored
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@ -1,31 +1,23 @@
collectable:
other_asset:
family: dylan_family
name: Collectable Account
balance: 550
accountable_type: OtherAsset
accountable: other_asset_collectable
accountable: one
iou:
other_liability:
family: dylan_family
name: IOU (personal debt to friend)
balance: 200
accountable_type: OtherLiability
accountable: other_liability_iou
accountable: one
checking:
depository:
family: dylan_family
name: Checking Account
balance: 5000
accountable_type: Depository
accountable: depository_checking
institution: chase
savings:
family: dylan_family
name: Savings account
balance: 19700
accountable_type: Depository
accountable: depository_savings
accountable: one
institution: chase
credit_card:
@ -33,56 +25,37 @@ credit_card:
name: Credit Card
balance: 1000
accountable_type: CreditCard
accountable: credit_one
accountable: one
institution: chase
eur_checking:
family: dylan_family
name: Euro Checking Account
currency: EUR
balance: 12000
accountable_type: Depository
accountable: depository_eur_checking
institution: revolut
# Multi-currency account (e.g. Wise, Revolut, etc.)
multi_currency:
family: dylan_family
name: Multi Currency Account
currency: USD # multi-currency accounts still have a "primary" currency
balance: 9467
accountable_type: Depository
accountable: depository_multi_currency
institution: revolut
brokerage:
investment:
family: dylan_family
name: Robinhood Brokerage Account
currency: USD
balance: 10000
accountable_type: Investment
accountable: investment_brokerage
accountable: one
mortgage_loan:
loan:
family: dylan_family
name: Mortgage Loan
currency: USD
balance: 500000
accountable_type: Loan
accountable: loan_mortgage
accountable: one
house:
property:
family: dylan_family
name: 123 Maybe Court
currency: USD
balance: 550000
accountable_type: Property
accountable: property_house
accountable: one
car:
vehicle:
family: dylan_family
name: Honda Accord
currency: USD
balance: 18000
accountable_type: Vehicle
accountable: vehicle_honda_accord
accountable: one

4
test/fixtures/categories.yml vendored
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@ -1,3 +1,7 @@
one:
name: Test
family: empty
income:
name: Income
internal_category: income

2
test/fixtures/credit_cards.yml vendored
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@ -1 +1 @@
credit_one: { }
one: { }

5
test/fixtures/depositories.yml vendored
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@ -1,4 +1 @@
depository_checking: { }
depository_savings: { }
depository_eur_checking: { }
depository_multi_currency: { }
one: { }

4
test/fixtures/families.yml vendored
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@ -1,2 +1,6 @@
empty:
name: Family
dylan_family:
name: The Dylan Family

33
test/fixtures/files/expected_family_snapshots.csv vendored
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@ -1,33 +0,0 @@
date_offset,collectable,iou,checking,credit_card,savings,eur_checking_eur,eur_checking_usd,multi_currency,brokerage,mortgage_loan,house,car,net_worth,assets,liabilities,depositories,investments,loans,credits,properties,vehicles,other_assets,other_liabilities,spending,income,rolling_spend,rolling_income,savings_rate
31,400.00,200.00,5150.00,940.00,20950.00,12050.00,13238.13,10200.00,10000.00,500000.00,550000.00,18000.00,126798.13,627938.13,501140.00,49538.13,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,219.72,0.00,0.00,0.0000
30,400.00,200.00,4100.00,940.00,20950.00,12050.00,13165.83,10200.00,10000.00,500000.00,550000.00,18000.00,125675.83,626815.83,501140.00,48415.83,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,0.00,219.72,1.0000
29,400.00,200.00,3985.00,940.00,21450.00,12050.00,13182.70,10400.00,10000.00,500000.00,550000.00,18000.00,126277.70,627417.70,501140.00,49017.70,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,15.00,700.00,15.00,919.72,0.9837
28,400.00,200.00,3985.00,940.00,21450.00,12050.00,13194.75,10400.00,10000.00,500000.00,550000.00,18000.00,126289.75,627429.75,501140.00,49029.75,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
27,400.00,200.00,3985.00,940.00,21450.00,12050.00,13132.09,10400.00,10000.00,500000.00,550000.00,18000.00,126227.09,627367.09,501140.00,48967.09,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
26,400.00,200.00,3985.00,940.00,21450.00,12050.00,13083.89,10400.00,10000.00,500000.00,550000.00,18000.00,126178.89,627318.89,501140.00,48918.89,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
25,400.00,200.00,3985.00,940.00,21000.00,12050.00,13081.48,10400.00,10000.00,500000.00,550000.00,18000.00,125726.48,626866.48,501140.00,48466.48,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
24,400.00,200.00,3985.00,940.00,21000.00,12050.00,13062.20,10400.00,10000.00,500000.00,550000.00,18000.00,125707.20,626847.20,501140.00,48447.20,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
23,400.00,200.00,3985.00,940.00,21000.00,12050.00,13022.44,10400.00,10000.00,500000.00,550000.00,18000.00,125667.44,626807.44,501140.00,48407.44,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,919.72,0.9837
22,400.00,200.00,5060.00,940.00,21000.00,12050.00,13061.00,10400.00,10000.00,500000.00,550000.00,18000.00,126781.00,627921.00,501140.00,49521.00,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,1075.00,15.00,1994.72,0.9925
21,400.00,200.00,5060.00,940.00,21000.00,12050.00,13068.23,10400.00,10000.00,500000.00,550000.00,18000.00,126788.23,627928.23,501140.00,49528.23,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,1994.72,0.9925
20,400.00,200.00,5060.00,940.00,21000.00,12050.00,13079.07,10400.00,10000.00,500000.00,550000.00,18000.00,126799.07,627939.07,501140.00,49539.07,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,1994.72,0.9925
19,400.00,200.00,5060.00,940.00,21000.00,11950.00,12932.29,10280.04,10000.00,500000.00,550000.00,18000.00,126532.33,627672.33,501140.00,49272.33,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,228.18,0.00,243.18,1994.72,0.8781
18,400.00,200.00,5060.00,940.00,19000.00,11950.00,12934.68,10280.04,10000.00,500000.00,550000.00,18000.00,124534.72,625674.72,501140.00,47274.72,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,2000.00,0.00,2243.18,1994.72,-0.1246
17,400.00,200.00,5060.00,940.00,19000.00,11950.00,12927.51,10280.04,10000.00,500000.00,550000.00,18000.00,124527.55,625667.55,501140.00,47267.55,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2243.18,1994.72,-0.1246
16,400.00,200.00,5060.00,940.00,19000.00,11950.00,12916.76,10280.04,10000.00,500000.00,550000.00,18000.00,124516.79,625656.79,501140.00,47256.79,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2243.18,1994.72,-0.1246
15,400.00,200.00,5040.00,960.00,19000.00,11950.00,12882.10,10280.04,10000.00,500000.00,550000.00,18000.00,124442.14,625602.14,501160.00,47202.14,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,40.00,0.00,2283.18,1994.72,-0.1446
14,400.00,200.00,5040.00,960.00,19000.00,11950.00,12879.71,10280.04,10000.00,500000.00,550000.00,18000.00,124439.75,625599.75,501160.00,47199.75,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2283.18,1994.72,-0.1446
13,400.00,200.00,5040.00,960.00,19000.00,11950.00,12873.74,10280.04,10000.00,500000.00,550000.00,18000.00,124433.77,625593.77,501160.00,47193.77,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2283.18,1994.72,-0.1446
12,700.00,200.00,5010.00,990.00,19500.00,11950.00,12821.16,10280.04,10000.00,500000.00,550000.00,18000.00,125121.19,626311.19,501190.00,47611.19,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,60.00,50.00,2343.18,2044.72,-0.1460
11,700.00,200.00,5010.00,990.00,19500.00,11950.00,12797.26,10280.04,10000.00,500000.00,550000.00,18000.00,125097.29,626287.29,501190.00,47587.29,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2044.72,-0.1460
10,700.00,200.00,5010.00,990.00,19500.00,11950.00,12873.74,10280.04,10000.00,500000.00,550000.00,18000.00,125173.77,626363.77,501190.00,47663.77,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2044.72,-0.1460
9,700.00,200.00,5010.00,990.00,19500.00,12000.00,12939.60,10330.04,10000.00,500000.00,550000.00,18000.00,125289.64,626479.64,501190.00,47779.64,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,103.92,2343.18,2148.64,-0.0905
8,700.00,200.00,5010.00,990.00,19500.00,12000.00,12933.60,10330.04,10000.00,500000.00,550000.00,18000.00,125283.64,626473.64,501190.00,47773.64,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2148.64,-0.0905
7,700.00,200.00,5010.00,990.00,19500.00,12000.00,12928.80,10330.04,10000.00,500000.00,550000.00,18000.00,125278.84,626468.84,501190.00,47768.84,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2148.64,-0.0905
6,700.00,200.00,5010.00,990.00,19500.00,12000.00,12906.00,10330.04,10000.00,500000.00,550000.00,18000.00,125256.04,626446.04,501190.00,47746.04,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2148.64,-0.0905
5,700.00,200.00,5000.00,1000.00,19700.00,12000.00,12891.60,10330.04,10000.00,500000.00,550000.00,18000.00,125421.64,626621.64,501200.00,47921.64,10000.00,500000.00,1000.00,550000.00,18000.00,700.00,200.00,20.00,200.00,2363.18,2348.64,-0.0062
4,550.00,200.00,5000.00,1000.00,19700.00,12000.00,12945.60,9467.00,10000.00,500000.00,550000.00,18000.00,124462.60,625662.60,501200.00,47112.60,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,863.04,0.00,3226.22,2348.64,-0.3737
3,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13046.40,9467.00,10000.00,500000.00,550000.00,18000.00,124563.40,625763.40,501200.00,47213.40,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2348.64,-0.3737
2,550.00,200.00,5000.00,1000.00,19700.00,12000.00,12982.80,9467.00,10000.00,500000.00,550000.00,18000.00,124499.80,625699.80,501200.00,47149.80,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2348.64,-0.3737
1,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13014.00,9467.00,10000.00,500000.00,550000.00,18000.00,124531.00,625731.00,501200.00,47181.00,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2348.64,-0.3737
0,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13000.80,9467.00,10000.00,500000.00,550000.00,18000.00,124517.80,625717.80,501200.00,47167.80,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2348.64,-0.3737
1 date_offset collectable iou checking credit_card savings eur_checking_eur eur_checking_usd multi_currency brokerage mortgage_loan house car net_worth assets liabilities depositories investments loans credits properties vehicles other_assets other_liabilities spending income rolling_spend rolling_income savings_rate
2 31 400.00 200.00 5150.00 940.00 20950.00 12050.00 13238.13 10200.00 10000.00 500000.00 550000.00 18000.00 126798.13 627938.13 501140.00 49538.13 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 219.72 0.00 0.00 0.0000
3 30 400.00 200.00 4100.00 940.00 20950.00 12050.00 13165.83 10200.00 10000.00 500000.00 550000.00 18000.00 125675.83 626815.83 501140.00 48415.83 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 0.00 219.72 1.0000
4 29 400.00 200.00 3985.00 940.00 21450.00 12050.00 13182.70 10400.00 10000.00 500000.00 550000.00 18000.00 126277.70 627417.70 501140.00 49017.70 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 15.00 700.00 15.00 919.72 0.9837
5 28 400.00 200.00 3985.00 940.00 21450.00 12050.00 13194.75 10400.00 10000.00 500000.00 550000.00 18000.00 126289.75 627429.75 501140.00 49029.75 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
6 27 400.00 200.00 3985.00 940.00 21450.00 12050.00 13132.09 10400.00 10000.00 500000.00 550000.00 18000.00 126227.09 627367.09 501140.00 48967.09 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
7 26 400.00 200.00 3985.00 940.00 21450.00 12050.00 13083.89 10400.00 10000.00 500000.00 550000.00 18000.00 126178.89 627318.89 501140.00 48918.89 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
8 25 400.00 200.00 3985.00 940.00 21000.00 12050.00 13081.48 10400.00 10000.00 500000.00 550000.00 18000.00 125726.48 626866.48 501140.00 48466.48 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
9 24 400.00 200.00 3985.00 940.00 21000.00 12050.00 13062.20 10400.00 10000.00 500000.00 550000.00 18000.00 125707.20 626847.20 501140.00 48447.20 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
10 23 400.00 200.00 3985.00 940.00 21000.00 12050.00 13022.44 10400.00 10000.00 500000.00 550000.00 18000.00 125667.44 626807.44 501140.00 48407.44 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 919.72 0.9837
11 22 400.00 200.00 5060.00 940.00 21000.00 12050.00 13061.00 10400.00 10000.00 500000.00 550000.00 18000.00 126781.00 627921.00 501140.00 49521.00 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 1075.00 15.00 1994.72 0.9925
12 21 400.00 200.00 5060.00 940.00 21000.00 12050.00 13068.23 10400.00 10000.00 500000.00 550000.00 18000.00 126788.23 627928.23 501140.00 49528.23 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 1994.72 0.9925
13 20 400.00 200.00 5060.00 940.00 21000.00 12050.00 13079.07 10400.00 10000.00 500000.00 550000.00 18000.00 126799.07 627939.07 501140.00 49539.07 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 1994.72 0.9925
14 19 400.00 200.00 5060.00 940.00 21000.00 11950.00 12932.29 10280.04 10000.00 500000.00 550000.00 18000.00 126532.33 627672.33 501140.00 49272.33 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 228.18 0.00 243.18 1994.72 0.8781
15 18 400.00 200.00 5060.00 940.00 19000.00 11950.00 12934.68 10280.04 10000.00 500000.00 550000.00 18000.00 124534.72 625674.72 501140.00 47274.72 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 2000.00 0.00 2243.18 1994.72 -0.1246
16 17 400.00 200.00 5060.00 940.00 19000.00 11950.00 12927.51 10280.04 10000.00 500000.00 550000.00 18000.00 124527.55 625667.55 501140.00 47267.55 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2243.18 1994.72 -0.1246
17 16 400.00 200.00 5060.00 940.00 19000.00 11950.00 12916.76 10280.04 10000.00 500000.00 550000.00 18000.00 124516.79 625656.79 501140.00 47256.79 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2243.18 1994.72 -0.1246
18 15 400.00 200.00 5040.00 960.00 19000.00 11950.00 12882.10 10280.04 10000.00 500000.00 550000.00 18000.00 124442.14 625602.14 501160.00 47202.14 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 40.00 0.00 2283.18 1994.72 -0.1446
19 14 400.00 200.00 5040.00 960.00 19000.00 11950.00 12879.71 10280.04 10000.00 500000.00 550000.00 18000.00 124439.75 625599.75 501160.00 47199.75 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2283.18 1994.72 -0.1446
20 13 400.00 200.00 5040.00 960.00 19000.00 11950.00 12873.74 10280.04 10000.00 500000.00 550000.00 18000.00 124433.77 625593.77 501160.00 47193.77 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2283.18 1994.72 -0.1446
21 12 700.00 200.00 5010.00 990.00 19500.00 11950.00 12821.16 10280.04 10000.00 500000.00 550000.00 18000.00 125121.19 626311.19 501190.00 47611.19 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 60.00 50.00 2343.18 2044.72 -0.1460
22 11 700.00 200.00 5010.00 990.00 19500.00 11950.00 12797.26 10280.04 10000.00 500000.00 550000.00 18000.00 125097.29 626287.29 501190.00 47587.29 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2044.72 -0.1460
23 10 700.00 200.00 5010.00 990.00 19500.00 11950.00 12873.74 10280.04 10000.00 500000.00 550000.00 18000.00 125173.77 626363.77 501190.00 47663.77 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2044.72 -0.1460
24 9 700.00 200.00 5010.00 990.00 19500.00 12000.00 12939.60 10330.04 10000.00 500000.00 550000.00 18000.00 125289.64 626479.64 501190.00 47779.64 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 103.92 2343.18 2148.64 -0.0905
25 8 700.00 200.00 5010.00 990.00 19500.00 12000.00 12933.60 10330.04 10000.00 500000.00 550000.00 18000.00 125283.64 626473.64 501190.00 47773.64 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2148.64 -0.0905
26 7 700.00 200.00 5010.00 990.00 19500.00 12000.00 12928.80 10330.04 10000.00 500000.00 550000.00 18000.00 125278.84 626468.84 501190.00 47768.84 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2148.64 -0.0905
27 6 700.00 200.00 5010.00 990.00 19500.00 12000.00 12906.00 10330.04 10000.00 500000.00 550000.00 18000.00 125256.04 626446.04 501190.00 47746.04 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2148.64 -0.0905
28 5 700.00 200.00 5000.00 1000.00 19700.00 12000.00 12891.60 10330.04 10000.00 500000.00 550000.00 18000.00 125421.64 626621.64 501200.00 47921.64 10000.00 500000.00 1000.00 550000.00 18000.00 700.00 200.00 20.00 200.00 2363.18 2348.64 -0.0062
29 4 550.00 200.00 5000.00 1000.00 19700.00 12000.00 12945.60 9467.00 10000.00 500000.00 550000.00 18000.00 124462.60 625662.60 501200.00 47112.60 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 863.04 0.00 3226.22 2348.64 -0.3737
30 3 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13046.40 9467.00 10000.00 500000.00 550000.00 18000.00 124563.40 625763.40 501200.00 47213.40 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2348.64 -0.3737
31 2 550.00 200.00 5000.00 1000.00 19700.00 12000.00 12982.80 9467.00 10000.00 500000.00 550000.00 18000.00 124499.80 625699.80 501200.00 47149.80 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2348.64 -0.3737
32 1 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13014.00 9467.00 10000.00 500000.00 550000.00 18000.00 124531.00 625731.00 501200.00 47181.00 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2348.64 -0.3737
33 0 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13000.80 9467.00 10000.00 500000.00 550000.00 18000.00 124517.80 625717.80 501200.00 47167.80 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2348.64 -0.3737

4
test/fixtures/imports.yml vendored
View file

@ -1,9 +1,9 @@
empty_import:
account: checking
account: depository
created_at: <%= 1.minute.ago %>
completed_import:
account: checking
account: depository
column_mappings:
date: date
name: name

2
test/fixtures/investments.yml vendored
View file

@ -1 +1 @@
investment_brokerage: { }
one: { }

2
test/fixtures/loans.yml vendored
View file

@ -1 +1 @@
loan_mortgage: { }
one: { }

4
test/fixtures/merchants.yml vendored
View file

@ -1,3 +1,7 @@
one:
name: Test
family: empty
netflix:
name: Netflix
color: "#fd7f6f"

3
test/fixtures/other_assets.yml vendored
View file

@ -1,3 +1,2 @@
other_asset_collectable: { }
one: { }

2
test/fixtures/other_liabilities.yml vendored
View file

@ -1 +1 @@
other_asset_iou: { }
one: { }

2
test/fixtures/properties.yml vendored
View file

@ -1 +1 @@
property_house: { }
one: { }

8
test/fixtures/taggings.yml vendored
View file

@ -1,10 +1,10 @@
one:
tag: hawaii_trip
taggable: checking_one
tag: one
taggable: one
taggable_type: Account::Transaction
two:
tag: emergency_fund
taggable: checking_two
tag: two
taggable: one
taggable_type: Account::Transaction

12
test/fixtures/tags.yml vendored
View file

@ -1,11 +1,11 @@
trips:
one:
name: Trips
family: dylan_family
hawaii_trip:
name: Hawaii Trip
two:
name: Emergency fund
family: dylan_family
emergency_fund:
name: Emergency Fund
family: dylan_family
three:
name: Test
family: empty

7
test/fixtures/users.yml vendored
View file

@ -1,3 +1,10 @@
empty:
family: empty
first_name: User
last_name: One
email: user1@email.com
password_digest: <%= BCrypt::Password.create('password') %>
family_admin:
family: dylan_family
first_name: Bob

2
test/fixtures/vehicles.yml vendored
View file

@ -1 +1 @@
vehicle_honda_accord: { }
one: { }