1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 07:39:39 +02:00

Account:: namespace simplifications and cleanup (#2110)

* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer 2025-04-14 11:40:34 -04:00 committed by GitHub
parent f181ba941f
commit e657c40d19
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
172 changed files with 1297 additions and 1258 deletions

View file

@ -0,0 +1,59 @@
require "test_helper"
class Balance::ReverseCalculatorTest < ActiveSupport::TestCase
include EntriesTestHelper
setup do
@account = families(:empty).accounts.create!(
name: "Test",
balance: 20000,
cash_balance: 20000,
currency: "USD",
accountable: Investment.new
)
end
# When syncing backwards, we start with the account balance and generate everything from there.
test "no entries sync" do
assert_equal 0, @account.balances.count
expected = [ @account.balance, @account.balance ]
calculated = Balance::ReverseCalculator.new(@account).calculate
assert_equal expected, calculated.map(&:balance)
end
test "valuations sync" do
create_valuation(account: @account, date: 4.days.ago.to_date, amount: 17000)
create_valuation(account: @account, date: 2.days.ago.to_date, amount: 19000)
expected = [ 17000, 17000, 19000, 19000, 20000, 20000 ]
calculated = Balance::ReverseCalculator.new(@account).calculate.sort_by(&:date).map(&:balance)
assert_equal expected, calculated
end
test "transactions sync" do
create_transaction(account: @account, date: 4.days.ago.to_date, amount: -500) # income
create_transaction(account: @account, date: 2.days.ago.to_date, amount: 100) # expense
expected = [ 19600, 20100, 20100, 20000, 20000, 20000 ]
calculated = Balance::ReverseCalculator.new(@account).calculate.sort_by(&:date).map(&:balance)
assert_equal expected, calculated
end
test "multi-entry sync" do
create_transaction(account: @account, date: 8.days.ago.to_date, amount: -5000)
create_valuation(account: @account, date: 6.days.ago.to_date, amount: 17000)
create_transaction(account: @account, date: 6.days.ago.to_date, amount: -500)
create_transaction(account: @account, date: 4.days.ago.to_date, amount: -500)
create_valuation(account: @account, date: 3.days.ago.to_date, amount: 17000)
create_transaction(account: @account, date: 1.day.ago.to_date, amount: 100)
expected = [ 12000, 17000, 17000, 17000, 16500, 17000, 17000, 20100, 20000, 20000 ]
calculated = Balance::ReverseCalculator.new(@account).calculate.sort_by(&:date).map(&:balance)
assert_equal expected, calculated
end
end