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Account::Sync model and test fixture simplifications (#968)
* 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
GitHub
parent
de5a2e55b3
commit
c6bdf49f10
60 changed files with 929 additions and 1353 deletions
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@ -2,144 +2,148 @@ require "test_helper"
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require "csv"
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class FamilyTest < ActiveSupport::TestCase
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include FamilySnapshotTestHelper
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include Account::EntriesTestHelper
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def setup
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@family = families(:dylan_family)
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required_exchange_rates_for_family = [
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1.0834, 1.0845, 1.0819, 1.0872, 1.0788, 1.0743, 1.0755, 1.0774,
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1.0778, 1.0783, 1.0773, 1.0709, 1.0729, 1.0773, 1.0778, 1.078,
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1.0809, 1.0818, 1.0824, 1.0822, 1.0854, 1.0845, 1.0839, 1.0807,
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1.084, 1.0856, 1.0858, 1.0898, 1.095, 1.094, 1.0926, 1.0986
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]
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required_exchange_rates_for_family.each_with_index do |exchange_rate, idx|
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ExchangeRate.create! date: idx.days.ago.to_date, from_currency: "EUR", to_currency: "USD", rate: exchange_rate
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end
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@family.accounts.each do |account|
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account.sync
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end
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@family = families :empty
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end
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test "should have many users" do
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assert @family.users.size > 0
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assert @family.users.include?(users(:family_admin))
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test "calculates assets" do
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assert_equal Money.new(0, @family.currency), @family.assets
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@family.accounts.create!(balance: 1000, accountable: Depository.new)
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@family.accounts.create!(balance: 5000, accountable: OtherAsset.new)
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@family.accounts.create!(balance: 10000, accountable: CreditCard.new) # ignored
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assert_equal Money.new(1000 + 5000, @family.currency), @family.assets
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end
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test "should have many accounts" do
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assert @family.accounts.size > 0
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test "calculates liabilities" do
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assert_equal Money.new(0, @family.currency), @family.liabilities
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@family.accounts.create!(balance: 1000, accountable: CreditCard.new)
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@family.accounts.create!(balance: 5000, accountable: OtherLiability.new)
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@family.accounts.create!(balance: 10000, accountable: Depository.new) # ignored
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assert_equal Money.new(1000 + 5000, @family.currency), @family.liabilities
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end
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test "should destroy dependent users" do
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assert_difference("User.count", -@family.users.count) do
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@family.destroy
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end
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end
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test "calculates net worth" do
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assert_equal Money.new(0, @family.currency), @family.net_worth
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test "should destroy dependent accounts" do
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assert_difference("Account.count", -@family.accounts.count) do
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@family.destroy
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end
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end
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@family.accounts.create!(balance: 1000, accountable: CreditCard.new)
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@family.accounts.create!(balance: 50000, accountable: Depository.new)
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test "should destroy dependent transaction categories" do
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assert_difference("Category.count", -@family.categories.count) do
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@family.destroy
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end
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end
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test "should destroy dependent merchants" do
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assert_difference("Merchant.count", -@family.merchants.count) do
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@family.destroy
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end
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end
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test "should calculate total assets" do
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expected = get_today_snapshot_value_for :assets
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assert_in_delta expected, @family.assets.amount, 0.01
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end
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test "should calculate total liabilities" do
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expected = get_today_snapshot_value_for :liabilities
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assert_in_delta expected, @family.liabilities.amount, 0.01
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end
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test "should calculate net worth" do
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expected = get_today_snapshot_value_for :net_worth
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assert_in_delta expected, @family.net_worth.amount, 0.01
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end
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test "calculates asset time series" do
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series = @family.snapshot[:asset_series]
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expected_series = get_expected_balances_for :assets
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assert_time_series_balances series, expected_series
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end
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test "calculates liability time series" do
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series = @family.snapshot[:liability_series]
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expected_series = get_expected_balances_for :liabilities
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assert_time_series_balances series, expected_series
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end
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test "calculates net worth time series" do
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series = @family.snapshot[:net_worth_series]
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expected_series = get_expected_balances_for :net_worth
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assert_time_series_balances series, expected_series
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end
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test "calculates rolling expenses" do
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series = @family.snapshot_transactions[:spending_series]
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expected_series = get_expected_balances_for :rolling_spend
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assert_time_series_balances series, expected_series, ignore_count: true
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end
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test "calculates rolling income" do
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series = @family.snapshot_transactions[:income_series]
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expected_series = get_expected_balances_for :rolling_income
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assert_time_series_balances series, expected_series, ignore_count: true
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end
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test "calculates savings rate series" do
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series = @family.snapshot_transactions[:savings_rate_series]
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expected_series = get_expected_balances_for :savings_rate
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series.values.each do |tsb|
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expected_balance = expected_series.find { |eb| eb[:date] == tsb.date }
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assert_in_delta expected_balance[:balance], tsb.value, 0.0001, "Balance incorrect on date: #{tsb.date}"
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end
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assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth
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end
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test "should exclude disabled accounts from calculations" do
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assets_before = @family.assets
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liabilities_before = @family.liabilities
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net_worth_before = @family.net_worth
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cc = @family.accounts.create!(balance: 1000, accountable: CreditCard.new)
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@family.accounts.create!(balance: 50000, accountable: Depository.new)
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disabled_checking = accounts(:checking)
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disabled_cc = accounts(:credit_card)
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assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth
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disabled_checking.update!(is_active: false)
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disabled_cc.update!(is_active: false)
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cc.update! is_active: false
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assert_equal assets_before - disabled_checking.balance, @family.assets
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assert_equal liabilities_before - disabled_cc.balance, @family.liabilities
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assert_equal net_worth_before - disabled_checking.balance + disabled_cc.balance, @family.net_worth
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assert_equal Money.new(50000, @family.currency), @family.net_worth
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end
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private
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test "syncs active accounts" do
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account = @family.accounts.create!(balance: 1000, accountable: CreditCard.new, is_active: false)
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def assert_time_series_balances(time_series_balances, expected_balances, ignore_count: false)
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assert_equal time_series_balances.values.count, expected_balances.count unless ignore_count
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Account.any_instance.expects(:sync_later).never
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time_series_balances.values.each do |tsb|
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expected_balance = expected_balances.find { |eb| eb[:date] == tsb.date }
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assert_in_delta expected_balance[:balance], tsb.value.amount, 0.01, "Balance incorrect on date: #{tsb.date}"
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end
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end
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@family.sync
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account.update! is_active: true
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Account.any_instance.expects(:sync_later).with(start_date: nil).once
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@family.sync
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end
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test "calculates snapshot" do
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asset = @family.accounts.create!(balance: 500, accountable: Depository.new)
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liability = @family.accounts.create!(balance: 100, accountable: CreditCard.new)
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asset.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 450
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asset.balances.create! date: Date.current, currency: "USD", balance: 500
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liability.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 50
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liability.balances.create! date: Date.current, currency: "USD", balance: 100
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expected_asset_series = [
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{ date: 1.day.ago.to_date, value: Money.new(450) },
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{ date: Date.current, value: Money.new(500) }
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]
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expected_liability_series = [
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{ date: 1.day.ago.to_date, value: Money.new(50) },
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{ date: Date.current, value: Money.new(100) }
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]
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expected_net_worth_series = [
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{ date: 1.day.ago.to_date, value: Money.new(450 - 50) },
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{ date: Date.current, value: Money.new(500 - 100) }
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]
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assert_equal expected_asset_series, @family.snapshot[:asset_series].values.map { |v| { date: v.date, value: v.value } }
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assert_equal expected_liability_series, @family.snapshot[:liability_series].values.map { |v| { date: v.date, value: v.value } }
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assert_equal expected_net_worth_series, @family.snapshot[:net_worth_series].values.map { |v| { date: v.date, value: v.value } }
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end
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test "calculates top movers" do
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checking_account = @family.accounts.create!(balance: 500, accountable: Depository.new)
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savings_account = @family.accounts.create!(balance: 1000, accountable: Depository.new)
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create_transaction(account: checking_account, date: 2.days.ago.to_date, amount: -1000)
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create_transaction(account: checking_account, date: 1.day.ago.to_date, amount: 10)
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create_transaction(account: savings_account, date: 2.days.ago.to_date, amount: -5000)
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snapshot = @family.snapshot_account_transactions
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top_spenders = snapshot[:top_spenders]
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top_earners = snapshot[:top_earners]
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top_savers = snapshot[:top_savers]
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assert_equal 10, top_spenders.first.spending
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assert_equal 5000, top_earners.first.income
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assert_equal 1000, top_earners.second.income
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assert_equal 1, top_savers.first.savings_rate
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assert_equal ((1000 - 10).to_f / 1000), top_savers.second.savings_rate
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end
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test "calculates rolling transaction totals" do
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account = @family.accounts.create!(balance: 1000, accountable: Depository.new)
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create_transaction(account: account, date: 2.days.ago.to_date, amount: -500)
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create_transaction(account: account, date: 1.day.ago.to_date, amount: 100)
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create_transaction(account: account, date: Date.current, amount: 20)
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snapshot = @family.snapshot_transactions
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expected_income_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 500, 500, 500
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]
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assert_equal expected_income_series, snapshot[:income_series].values.map(&:value).map(&:amount)
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expected_spending_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 100, 120
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]
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assert_equal expected_spending_series, snapshot[:spending_series].values.map(&:value).map(&:amount)
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expected_savings_rate_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 1, 0.8, 0.76
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]
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assert_equal expected_savings_rate_series, snapshot[:savings_rate_series].values.map(&:value).map { |v| v.round(2) }
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end
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end
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